NEXIX
Price
$32.41
Change
+$0.37 (+1.15%)
Updated
Jun 6 closing price
Net Assets
76.86M
PMBJX
Price
$42.29
Change
+$0.28 (+0.67%)
Updated
Jun 6 closing price
Net Assets
30.93B
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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$32.41
Change+$0.37 (+1.15%)
VolumeN/A
Net Assets76.86M
Principal MidCap J
Price$42.29
Change+$0.28 (+0.67%)
VolumeN/A
Net Assets30.93B
NEXIX vs PMBJX Comparison Chart
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NEXIX vs. PMBJX commentary
Jun 07, 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.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.9B vs. NEXIX (76.9M). 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 : 11.47 vs. NEXIX (-1.40). NEXIX (45.76) and PMBJX (44.95) have equivalent 5 years return.
NEXIXPMBJXNEXIX / PMBJX
Total Expense Ratio1.000.78128%
Annual Report Gross Expense Ratio1.000.78128%
Fund Existence3 years24 years-
Gain YTD4.2972.940146%
Front LoadN/AN/A-
Min. Initial Investment500000100050,000%
Min. Initial Investment IRAN/AN/A-
Net Assets76.9M30.9B0%
Annual Yield % from dividends0.340.06595%
Returns for 1 year-1.4011.47-12%
Returns for 3 years-8.6733.87-26%
Returns for 5 years45.7644.95102%
Returns for 10 years112.3991.79122%
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