NEXIX
Price
$36.34
Change
-$0.16 (-0.44%)
Updated
Oct 7 closing price
Net Assets
77.81M
PMBMX
Price
$42.66
Change
-$0.30 (-0.70%)
Updated
Oct 7 closing price
Net Assets
33.08B
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NEXIX vs PMBMX

Header iconNEXIX vs PMBMX Comparison
Open Charts NEXIX vs PMBMXBanner chart's image
Shelton Sustainable Equity Institutional
Price$36.34
Change-$0.16 (-0.44%)
VolumeN/A
Net Assets77.81M
Principal MidCap R3
Price$42.66
Change-$0.30 (-0.70%)
VolumeN/A
Net Assets33.08B
NEXIX vs PMBMX Comparison Chart in %
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NEXIX vs. PMBMX commentary
Oct 08, 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 PMBMX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33.1B vs. NEXIX (77.8M). NEXIX pays higher dividends than PMBMX: NEXIX (0.31) vs PMBMX (0.02). NEXIX was incepted earlier than PMBMX: NEXIX (3 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than NEXIX (1.00). NEXIX is a more actively managed with annual turnover of: 26.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than NEXIX: PMBMX (0) vs NEXIX (500000). NEXIX annual gain was more profitable for investors over the last year : 11.64 vs. PMBMX (3.72). PMBMX return over 5 years is better than : 36.89 vs. NEXIX (10.49).
NEXIXPMBMXNEXIX / PMBMX
Total Expense Ratio1.001.1488%
Annual Report Gross Expense Ratio1.001.1488%
Fund Existence3 years25 years-
Gain YTD18.8155.165364%
Front LoadN/AN/A-
Min. Initial Investment5000000-
Min. Initial Investment IRAN/AN/A-
Net Assets77.8M33.1B0%
Annual Yield % from dividends0.310.021,443%
Returns for 1 year11.643.72313%
Returns for 3 years22.2052.5442%
Returns for 5 years10.4936.8928%
Returns for 10 years165.5499.40167%
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