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NEXIX vs PMBJX
NEXIX vs PMBJX Comparison
Open Charts NEXIX vs PMBJX
Shelton Sustainable Equity Institutional
Price$35.07
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets80.09M
NEXIX vs PMBJX Comparison Chart in %
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NEXIX vs. PMBJX 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 PMBJX is a Buy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33B vs. NEXIX (80.1M). NEXIX pays higher dividends than PMBJX: NEXIX (0.33) vs PMBJX (0.06). NEXIX was incepted earlier than PMBJX: NEXIX (3 years) vs PMBJX (24 years). NEXIX (1.00) is less costly to investors than PMBJX (0.78). NEXIX is a more actively managed with annual turnover of: 26.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than NEXIX: PMBJX (1000) vs NEXIX (500000). PMBJX annual gain was more profitable for investors over the last year : 12.65 vs. NEXIX (7.97). PMBJX return over 5 years is better than : 53.90 vs. NEXIX (37.45).
| NEXIX | PMBJX | NEXIX / PMBJX | |
| Total Expense Ratio | 1.00 | 0.78 | 128% |
| Annual Report Gross Expense Ratio | 1.00 | 0.78 | 128% |
| Fund Existence | 3 years | 24 years | - |
| Gain YTD | 13.477 | 7.866 | 171% |
| 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 | 0.06 | 579% |
| Returns for 1 year | 7.97 | 12.65 | 63% |
| Returns for 3 years | 5.39 | 47.81 | 11% |
| Returns for 5 years | 37.45 | 53.90 | 69% |
| Returns for 10 years | 143.89 | 101.79 | 141% |