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NEXIX vs PMBMX
NEXIX vs PMBMX Comparison
Open Charts NEXIX vs PMBMX
Shelton Sustainable Equity Institutional
Price$33.26
Change+$0.30 (+0.91%)
VolumeN/A
Net Assets77.5M
NEXIX vs PMBMX Comparison Chart in %
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NEXIX vs. PMBMX commentary
Jun 27, 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 (77.5M). 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 : 11.28 vs. NEXIX (5.17). PMBMX return over 5 years is better than : 55.81 vs. NEXIX (51.37).
| 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 | 7.292 | 3.305 | 221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.5M | 30.9B | 0% |
| Annual Yield % from dividends | 0.34 | 0.02 | 1,572% |
| Returns for 1 year | 5.17 | 11.28 | 46% |
| Returns for 3 years | -1.01 | 43.72 | -2% |
| Returns for 5 years | 51.37 | 55.81 | 92% |
| Returns for 10 years | 121.94 | 89.71 | 136% |
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