NEXIX
Price
$35.07
Change
+$0.21 (+0.60%)
Updated
Jul 25 closing price
Net Assets
80.09M
PMBJX
Price
$44.34
Change
+$0.32 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.03B
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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$35.07
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets80.09M
Principal MidCap J
Price$44.34
Change+$0.32 (+0.73%)
VolumeN/A
Net Assets33.03B
NEXIX vs PMBJX Comparison Chart in %
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NEXIX vs. PMBJX commentary
Jul 26, 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: 33B vs. NEXIX (80.1M). NEXIX pays higher dividends than PMBJX: NEXIX (0.33) 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 : 12.65 vs. NEXIX (7.97). PMBJX return over 5 years is better than : 53.90 vs. NEXIX (37.45).
NEXIXPMBJXNEXIX / PMBJX
Total Expense Ratio1.000.78128%
Annual Report Gross Expense Ratio1.000.78128%
Fund Existence3 years24 years-
Gain YTD13.4777.866171%
Front LoadN/AN/A-
Min. Initial Investment500000100050,000%
Min. Initial Investment IRAN/AN/A-
Net Assets80.1M33B0%
Annual Yield % from dividends0.330.06579%
Returns for 1 year7.9712.6563%
Returns for 3 years5.3947.8111%
Returns for 5 years37.4553.9069%
Returns for 10 years143.89101.79141%
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