NEXIX
Price
$33.26
Change
+$0.30 (+0.91%)
Updated
Jun 26 closing price
Net Assets
77.5M
PMBCX
Price
$36.48
Change
+$0.32 (+0.88%)
Updated
Jun 26 closing price
Net Assets
30.94B
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NEXIX vs PMBCX

Header iconNEXIX vs PMBCX Comparison
Open Charts NEXIX vs PMBCXBanner chart's image
Shelton Sustainable Equity Institutional
Price$33.26
Change+$0.30 (+0.91%)
VolumeN/A
Net Assets77.5M
Principal MidCap C
Price$36.48
Change+$0.32 (+0.88%)
VolumeN/A
Net Assets30.94B
NEXIX vs PMBCX Comparison Chart in %
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NEXIX vs. PMBCX commentary
Jun 27, 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.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 30.9B vs. NEXIX (77.5M). 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 : 10.08 vs. NEXIX (5.17). NEXIX return over 5 years is better than : 51.37 vs. PMBCX (47.71).
NEXIXPMBCXNEXIX / PMBCX
Total Expense Ratio1.001.7557%
Annual Report Gross Expense Ratio1.001.7557%
Fund Existence3 years18 years-
Gain YTD7.2923.020241%
Front LoadN/AN/A-
Min. Initial Investment500000100050,000%
Min. Initial Investment IRAN/AN/A-
Net Assets77.5M30.9B0%
Annual Yield % from dividends0.340.00-
Returns for 1 year5.1710.0851%
Returns for 3 years-1.0139.29-3%
Returns for 5 years51.3747.71108%
Returns for 10 years121.9471.13171%
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