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NEXIX vs PMBCX
NEXIX vs PMBCX Comparison
Open Charts NEXIX vs PMBCX
Shelton Sustainable Equity Institutional
Price$35.07
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets80.09M
NEXIX vs PMBCX Comparison Chart in %
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NEXIX vs. PMBCX commentary
Jul 26, 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: 33B vs. NEXIX (80.1M). NEXIX pays higher dividends than PMBCX: NEXIX (0.33) vs PMBCX (0.00). NEXIX was incepted earlier than PMBCX: NEXIX (3 years) vs PMBCX (19 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 : 11.06 vs. NEXIX (7.97). PMBCX return over 5 years is better than : 43.45 vs. NEXIX (37.45).
| 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 | 19 years | - |
| Gain YTD | 13.477 | 7.322 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.1M | 33B | 0% |
| Annual Yield % from dividends | 0.33 | 0.00 | - |
| Returns for 1 year | 7.97 | 11.06 | 72% |
| Returns for 3 years | 5.39 | 41.78 | 13% |
| Returns for 5 years | 37.45 | 43.45 | 86% |
| Returns for 10 years | 143.89 | 76.77 | 187% |