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NEXIX vs PMBJX
NEXIX vs PMBJX Comparison
Open Charts NEXIX vs PMBJX
Shelton Sustainable Equity Institutional
Price$27.76
Change-$1.44 (-4.93%)
VolumeN/A
Net Assets75.94M
NEXIX vs PMBJX Comparison Chart
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NEXIX vs. PMBJX commentary
Apr 05, 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 Hold and PMBJX is a Buy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 29.8B vs. NEXIX (75.9M). NEXIX pays higher dividends than PMBJX: NEXIX (0.38) vs PMBJX (0.06). NEXIX was incepted earlier than PMBJX: NEXIX (2 years) vs PMBJX (24 years). NEXIX (1.00) is less costly to investors than PMBJX (0.82). 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 : 7.38 vs. NEXIX (-8.08). PMBJX return over 5 years is better than : 101.69 vs. NEXIX (88.44).
| NEXIX | PMBJX | NEXIX / PMBJX | |
| Total Expense Ratio | 1.00 | 0.82 | 122% |
| Annual Report Gross Expense Ratio | 1.00 | 0.82 | 122% |
| Fund Existence | 2 years | 24 years | - |
| Gain YTD | -4.948 | 1.054 | -470% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.9M | 29.8B | 0% |
| Annual Yield % from dividends | 0.38 | 0.06 | 636% |
| Returns for 1 year | -8.08 | 7.38 | -110% |
| Returns for 3 years | -26.00 | 19.16 | -136% |
| Returns for 5 years | 88.44 | 101.69 | 87% |
| Returns for 10 years | 89.99 | 85.58 | 105% |
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