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NEXIX vs PMBMX
NEXIX vs PMBMX Comparison
Open Charts NEXIX vs PMBMX
Shelton Sustainable Equity Institutional
Price$35.07
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets80.09M
NEXIX vs PMBMX Comparison Chart in %
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NEXIX vs. PMBMX 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 PMBMX is a Buy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33B vs. NEXIX (80.1M). NEXIX pays higher dividends than PMBMX: NEXIX (0.33) 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). PMBMX annual gain was more profitable for investors over the last year : 12.25 vs. NEXIX (7.97). PMBMX return over 5 years is better than : 51.38 vs. NEXIX (37.45).
| NEXIX | PMBMX | NEXIX / PMBMX | |
| Total Expense Ratio | 1.00 | 1.14 | 88% |
| Annual Report Gross Expense Ratio | 1.00 | 1.14 | 88% |
| Fund Existence | 3 years | 25 years | - |
| Gain YTD | 13.477 | 7.662 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.1M | 33B | 0% |
| Annual Yield % from dividends | 0.33 | 0.02 | 1,528% |
| Returns for 1 year | 7.97 | 12.25 | 65% |
| Returns for 3 years | 5.39 | 46.24 | 12% |
| Returns for 5 years | 37.45 | 51.38 | 73% |
| Returns for 10 years | 143.89 | 96.03 | 150% |
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