NEXIX
Price
$33.26
Change
+$0.30 (+0.91%)
Updated
Jun 26 closing price
Net Assets
77.5M
PMBPX
Price
$45.36
Change
+$0.40 (+0.89%)
Updated
Jun 26 closing price
Net Assets
30.94B
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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$33.26
Change+$0.30 (+0.91%)
VolumeN/A
Net Assets77.5M
Principal MidCap R5
Price$45.36
Change+$0.40 (+0.89%)
VolumeN/A
Net Assets30.94B
NEXIX vs PMBPX Comparison Chart in %
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NEXIX vs. PMBPX 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.9B vs. NEXIX (77.5M). 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 : 11.82 vs. NEXIX (5.17). PMBPX return over 5 years is better than : 59.73 vs. NEXIX (51.37).
NEXIXPMBPXNEXIX / PMBPX
Total Expense Ratio1.000.83120%
Annual Report Gross Expense Ratio1.000.83120%
Fund Existence3 years25 years-
Gain YTD7.2923.451211%
Front LoadN/AN/A-
Min. Initial Investment5000000-
Min. Initial Investment IRAN/AN/A-
Net Assets77.5M30.9B0%
Annual Yield % from dividends0.340.014,414%
Returns for 1 year5.1711.8244%
Returns for 3 years-1.0145.75-2%
Returns for 5 years51.3759.7386%
Returns for 10 years121.9499.17123%
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