NEXIX
Price
$31.52
Change
-$0.46 (-1.44%)
Updated
Feb 21 closing price
Net Assets
87.6M
PMBPX
Price
$44.27
Change
-$0.76 (-1.69%)
Updated
Feb 21 closing price
Net Assets
29.57B
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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$31.52
Change-$0.46 (-1.44%)
VolumeN/A
Net Assets87.6M
Principal MidCap R5
Price$44.27
Change-$0.76 (-1.69%)
VolumeN/A
Net Assets29.57B
NEXIX vs PMBPX Comparison Chart
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NEXIX vs. PMBPX commentary
Feb 23, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.6B vs. NEXIX (87.6M). NEXIX pays higher dividends than PMBPX: NEXIX (0.27) vs PMBPX (0.00). NEXIX was incepted earlier than PMBPX: NEXIX (2 years) vs PMBPX (24 years). NEXIX is a more actively managed with annual turnover of: 105.00 vs. PMBPX (10.10). 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 : 14.36 vs. NEXIX (5.40). NEXIX return over 5 years is better than : 43.44 vs. PMBPX (37.42).
NEXIXPMBPXNEXIX / PMBPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence2 years24 years-
Gain YTD4.1023.613114%
Front LoadN/AN/A-
Min. Initial Investment5000000-
Min. Initial Investment IRAN/AN/A-
Net Assets87.6M29.6B0%
Annual Yield % from dividends0.270.00-
Returns for 1 year5.4014.3638%
Returns for 3 years-7.1630.04-24%
Returns for 5 years43.4437.42116%
Returns for 10 years113.2395.60118%
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