Interact to see
Advertisement
Advertisement
NEXIX vs PMBJX
NEXIX vs PMBJX Comparison
Open Charts NEXIX vs PMBJX
Shelton Sustainable Equity Institutional
Price$36.34
Change-$0.16 (-0.44%)
VolumeN/A
Net Assets77.81M
NEXIX vs PMBJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NEXIX vs. PMBJX commentary
Oct 08, 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 Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.1B vs. NEXIX (77.8M). NEXIX pays higher dividends than PMBJX: NEXIX (0.31) vs PMBJX (0.06). NEXIX was incepted earlier than PMBJX: NEXIX (3 years) vs PMBJX (25 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). NEXIX annual gain was more profitable for investors over the last year : 11.64 vs. PMBJX (4.12). PMBJX return over 5 years is better than : 39.19 vs. NEXIX (10.49).
| 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 | 25 years | - |
| Gain YTD | 18.815 | 5.464 | 344% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.8M | 33.1B | 0% |
| Annual Yield % from dividends | 0.31 | 0.06 | 547% |
| Returns for 1 year | 11.64 | 4.12 | 282% |
| Returns for 3 years | 22.20 | 54.19 | 41% |
| Returns for 5 years | 10.49 | 39.19 | 27% |
| Returns for 10 years | 165.54 | 105.33 | 157% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers