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NEXIX vs PMBJX
NEXIX vs PMBJX Comparison
Open Charts NEXIX vs PMBJX
Shelton Sustainable Equity Institutional
Price$28.56
Change+$0.22 (+0.78%)
VolumeN/A
Net Assets72.25M
NEXIX vs PMBJX Comparison Chart
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NEXIX vs. PMBJX commentary
Apr 28, 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: 29.2B vs. NEXIX (72.2M). NEXIX pays higher dividends than PMBJX: NEXIX (0.38) 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 (0.82). 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 : 7.95 vs. NEXIX (-7.12). PMBJX return over 5 years is better than : 68.35 vs. NEXIX (55.01).
| NEXIX | PMBJX | NEXIX / PMBJX | |
| Total Expense Ratio | 1.00 | 0.82 | 122% |
| Annual Report Gross Expense Ratio | 1.00 | 0.82 | 122% |
| Fund Existence | 3 years | 24 years | - |
| Gain YTD | -7.031 | -2.083 | 338% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.2M | 29.2B | 0% |
| Annual Yield % from dividends | 0.38 | 0.06 | 636% |
| Returns for 1 year | -7.12 | 7.95 | -90% |
| Returns for 3 years | -15.76 | 25.93 | -61% |
| Returns for 5 years | 55.01 | 68.35 | 80% |
| Returns for 10 years | 83.14 | 80.47 | 103% |
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