Ad is loading...
NEXIX vs PMBMX
NEXIX vs PMBMX Comparison
Open Charts NEXIX vs PMBMX
Shelton Sustainable Equity Institutional
Price$28.56
Change+$0.22 (+0.78%)
VolumeN/A
Net Assets72.25M
NEXIX vs PMBMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NEXIX vs. PMBMX commentary
Apr 28, 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: 29.2B vs. NEXIX (72.2M). NEXIX pays higher dividends than PMBMX: NEXIX (0.38) vs PMBMX (0.02). NEXIX was incepted earlier than PMBMX: NEXIX (3 years) vs PMBMX (24 years). PMBMX (1.15) 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 : 7.50 vs. NEXIX (-7.12). PMBMX return over 5 years is better than : 65.53 vs. NEXIX (55.01).
| NEXIX | PMBMX | NEXIX / PMBMX | |
| Total Expense Ratio | 1.00 | 1.15 | 87% |
| Annual Report Gross Expense Ratio | 1.00 | 1.15 | 87% |
| Fund Existence | 3 years | 24 years | - |
| Gain YTD | -7.031 | -2.203 | 319% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.2M | 29.2B | 0% |
| Annual Yield % from dividends | 0.38 | 0.02 | 1,681% |
| Returns for 1 year | -7.12 | 7.50 | -95% |
| Returns for 3 years | -15.76 | 24.60 | -64% |
| Returns for 5 years | 55.01 | 65.53 | 84% |
| Returns for 10 years | 83.14 | 75.26 | 110% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CFNCX | 78.00 | 0.52 | +0.67% |
| American Funds Fundamental Invs 529C | |||
| NIQEX | 13.52 | 0.02 | +0.15% |
| Neuberger Berman International Eq E | |||
| DFSPX | 13.73 | 0.02 | +0.15% |
| DFA Intl Sustainability Core 1 | |||
| ICMPX | 16.68 | 0.02 | +0.12% |
| Lazard International Quality Gr Instl | |||
| HLIDX | 14.12 | -0.01 | -0.07% |
| Harding Loevner Intl Dev Mkts Eq Inst | |||