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NEXIX vs PMBMX
NEXIX vs PMBMX Comparison
Open Charts NEXIX vs PMBMX
Shelton Sustainable Equity Institutional
Price$32.41
Change+$0.37 (+1.15%)
VolumeN/A
Net Assets76.86M
NEXIX vs PMBMX Comparison Chart
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NEXIX vs. PMBMX 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 PMBMX is a Buy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.9B vs. NEXIX (76.9M). NEXIX pays higher dividends than PMBMX: NEXIX (0.34) 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 : 11.05 vs. NEXIX (-1.40). NEXIX return over 5 years is better than : 45.76 vs. PMBMX (42.56).
| 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 | 4.297 | 2.791 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.9M | 30.9B | 0% |
| Annual Yield % from dividends | 0.34 | 0.02 | 1,572% |
| Returns for 1 year | -1.40 | 11.05 | -13% |
| Returns for 3 years | -8.67 | 32.49 | -27% |
| Returns for 5 years | 45.76 | 42.56 | 108% |
| Returns for 10 years | 112.39 | 86.33 | 130% |
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