NEXIX
Price
$28.56
Change
+$0.22 (+0.78%)
Updated
Apr 25 closing price
Net Assets
72.25M
PMBPX
Price
$42.54
Change
-$0.21 (-0.49%)
Updated
Apr 25 closing price
Net Assets
29.18B
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NEXIX vs PMBPX

Header iconNEXIX vs PMBPX Comparison
Open Charts NEXIX vs PMBPXBanner chart's image
Shelton Sustainable Equity Institutional
Price$28.56
Change+$0.22 (+0.78%)
VolumeN/A
Net Assets72.25M
Principal MidCap R5
Price$42.54
Change-$0.21 (-0.49%)
VolumeN/A
Net Assets29.18B
NEXIX vs PMBPX Comparison Chart
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NEXIX vs. PMBPX 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.2B vs. NEXIX (72.2M). NEXIX pays higher dividends than PMBPX: NEXIX (0.38) vs PMBPX (0.01). NEXIX was incepted earlier than PMBPX: NEXIX (3 years) vs PMBPX (24 years). NEXIX (1.00) is less costly to investors than PMBPX (0.84). NEXIX is a more actively managed with annual turnover of: 26.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than NEXIX: PMBPX (0) vs NEXIX (500000). PMBPX annual gain was more profitable for investors over the last year : 8.03 vs. NEXIX (-7.12). PMBPX return over 5 years is better than : 69.63 vs. NEXIX (55.01).
NEXIXPMBPXNEXIX / PMBPX
Total Expense Ratio1.000.84119%
Annual Report Gross Expense Ratio1.000.84119%
Fund Existence3 years24 years-
Gain YTD-7.031-2.117332%
Front LoadN/AN/A-
Min. Initial Investment5000000-
Min. Initial Investment IRAN/AN/A-
Net Assets72.2M29.2B0%
Annual Yield % from dividends0.380.014,713%
Returns for 1 year-7.128.03-89%
Returns for 3 years-15.7626.35-60%
Returns for 5 years55.0169.6379%
Returns for 10 years83.1483.9999%
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