NEXIX
Price
$32.41
Change
+$0.37 (+1.15%)
Updated
Jun 6 closing price
Net Assets
76.86M
PMBPX
Price
$45.03
Change
+$0.30 (+0.67%)
Updated
Jun 6 closing price
Net Assets
30.93B
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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$32.41
Change+$0.37 (+1.15%)
VolumeN/A
Net Assets76.86M
Principal MidCap R5
Price$45.03
Change+$0.30 (+0.67%)
VolumeN/A
Net Assets30.93B
NEXIX vs PMBPX Comparison Chart
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NEXIX vs. PMBPX 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.9B vs. NEXIX (76.9M). NEXIX pays higher dividends than PMBPX: NEXIX (0.34) vs PMBPX (0.01). NEXIX was incepted earlier than PMBPX: NEXIX (3 years) vs PMBPX (25 years). NEXIX (1.00) is less costly to investors than PMBPX (0.83). 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 : 11.61 vs. NEXIX (-1.40). PMBPX (46.09) and NEXIX (45.76) have equivalent 5 years return.
NEXIXPMBPXNEXIX / PMBPX
Total Expense Ratio1.000.83120%
Annual Report Gross Expense Ratio1.000.83120%
Fund Existence3 years25 years-
Gain YTD4.2972.922147%
Front LoadN/AN/A-
Min. Initial Investment5000000-
Min. Initial Investment IRAN/AN/A-
Net Assets76.9M30.9B0%
Annual Yield % from dividends0.340.014,414%
Returns for 1 year-1.4011.61-12%
Returns for 3 years-8.6734.38-25%
Returns for 5 years45.7646.0999%
Returns for 10 years112.3995.57118%
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