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NEXIX vs PMBJX
NEXIX vs PMBJX Comparison
Open Charts NEXIX vs PMBJX
Shelton Sustainable Equity Institutional
Price$33.26
Change+$0.30 (+0.91%)
VolumeN/A
Net Assets77.5M
NEXIX vs PMBJX Comparison Chart in %
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NEXIX vs. PMBJX commentary
Jun 27, 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: 30.9B vs. NEXIX (77.5M). NEXIX pays higher dividends than PMBJX: NEXIX (0.34) 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 : 11.70 vs. NEXIX (5.17). PMBJX return over 5 years is better than : 58.50 vs. NEXIX (51.37).
| 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 | 7.292 | 3.480 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.5M | 30.9B | 0% |
| Annual Yield % from dividends | 0.34 | 0.06 | 595% |
| Returns for 1 year | 5.17 | 11.70 | 44% |
| Returns for 3 years | -1.01 | 45.26 | -2% |
| Returns for 5 years | 51.37 | 58.50 | 88% |
| Returns for 10 years | 121.94 | 95.27 | 128% |
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