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NEXIX vs PMBCX
NEXIX vs PMBCX Comparison
Open Charts NEXIX vs PMBCX
Shelton Sustainable Equity Institutional
Price$28.56
Change+$0.22 (+0.78%)
VolumeN/A
Net Assets72.25M
NEXIX vs PMBCX Comparison Chart
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NEXIX vs. PMBCX commentary
Apr 28, 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: 29.2B vs. NEXIX (72.2M). NEXIX pays higher dividends than PMBCX: NEXIX (0.38) vs PMBCX (0.00). NEXIX was incepted earlier than PMBCX: NEXIX (3 years) vs PMBCX (18 years). PMBCX (1.78) 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 : 6.36 vs. NEXIX (-7.12). PMBCX (56.87) and NEXIX (55.01) have equivalent 5 years return.
| NEXIX | PMBCX | NEXIX / PMBCX | |
| Total Expense Ratio | 1.00 | 1.78 | 56% |
| Annual Report Gross Expense Ratio | 1.00 | 1.78 | 56% |
| Fund Existence | 3 years | 18 years | - |
| Gain YTD | -7.031 | -2.393 | 294% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.2M | 29.2B | 0% |
| Annual Yield % from dividends | 0.38 | 0.00 | - |
| Returns for 1 year | -7.12 | 6.36 | -112% |
| Returns for 3 years | -15.76 | 20.72 | -76% |
| Returns for 5 years | 55.01 | 56.87 | 97% |
| Returns for 10 years | 83.14 | 58.03 | 143% |
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