NEXIX
Price
$33.95
Change
-$0.04 (-0.12%)
Updated
Nov 18 closing price
Net Assets
70.56M
PMBJX
Price
$40.58
Change
-$0.00 (-0.00%)
Updated
Nov 18 closing price
Net Assets
30.87B
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NEXIX vs PMBJX

Header iconNEXIX vs PMBJX Comparison
Open Charts NEXIX vs PMBJXBanner chart's image
Shelton Sustainable Equity Institutional
Price$33.95
Change-$0.04 (-0.12%)
VolumeN/A
Net Assets70.56M
Principal MidCap J
Price$40.58
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets30.87B
NEXIX vs PMBJX Comparison Chart in %
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NEXIX vs. PMBJX commentary
Nov 19, 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 Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.9B vs. NEXIX (70.6M). NEXIX pays higher dividends than PMBJX: NEXIX (0.30) 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 : 5.31 vs. PMBJX (-6.53). PMBJX return over 5 years is better than : 24.63 vs. NEXIX (-6.71).
NEXIXPMBJXNEXIX / PMBJX
Total Expense Ratio1.000.78128%
Annual Report Gross Expense Ratio1.000.78128%
Fund Existence3 years25 years-
Gain YTD10.645-0.564-1,889%
Front LoadN/AN/A-
Min. Initial Investment500000100050,000%
Min. Initial Investment IRAN/AN/A-
Net Assets70.6M30.9B0%
Annual Yield % from dividends0.300.06514%
Returns for 1 year5.31-6.53-81%
Returns for 3 years4.0032.3912%
Returns for 5 years-6.7124.63-27%
Returns for 10 years150.4989.12169%
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