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NEXIX vs PMBCX
NEXIX vs PMBCX Comparison
Open Charts NEXIX vs PMBCX
Shelton Sustainable Equity Institutional
Price$32.41
Change+$0.37 (+1.15%)
VolumeN/A
Net Assets76.86M
NEXIX vs PMBCX Comparison Chart
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NEXIX vs. PMBCX commentary
Jun 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NEXIX is a Buy and PMBCX is a Buy.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 30.9B vs. NEXIX (76.9M). NEXIX pays higher dividends than PMBCX: NEXIX (0.34) vs PMBCX (0.00). NEXIX was incepted earlier than PMBCX: NEXIX (3 years) vs PMBCX (18 years). PMBCX (1.75) is less costly to investors than NEXIX (1.00). NEXIX is a more actively managed with annual turnover of: 26.00 vs. PMBCX (10.50). PMBCX has a lower initial minimum investment than NEXIX: PMBCX (1000) vs NEXIX (500000). PMBCX annual gain was more profitable for investors over the last year : 9.86 vs. NEXIX (-1.40). NEXIX return over 5 years is better than : 45.76 vs. PMBCX (35.10).
| NEXIX | PMBCX | NEXIX / PMBCX | |
| Total Expense Ratio | 1.00 | 1.75 | 57% |
| Annual Report Gross Expense Ratio | 1.00 | 1.75 | 57% |
| Fund Existence | 3 years | 18 years | - |
| Gain YTD | 4.297 | 2.536 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.9M | 30.9B | 0% |
| Annual Yield % from dividends | 0.34 | 0.00 | - |
| Returns for 1 year | -1.40 | 9.86 | -14% |
| Returns for 3 years | -8.67 | 28.40 | -31% |
| Returns for 5 years | 45.76 | 35.10 | 130% |
| Returns for 10 years | 112.39 | 68.02 | 165% |
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