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NEXIX vs PMBPX
NEXIX vs PMBPX Comparison
Open Charts NEXIX vs PMBPX
Shelton Sustainable Equity Institutional
Price$33.70
Change-$0.25 (-0.74%)
VolumeN/A
Net Assets70.16M
NEXIX vs PMBPX Comparison Chart in %
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NEXIX vs. PMBPX commentary
Nov 20, 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 Hold and PMBPX is a Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.8B vs. NEXIX (70.2M). NEXIX pays higher dividends than PMBPX: NEXIX (0.30) 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). NEXIX annual gain was more profitable for investors over the last year : 5.48 vs. PMBPX (-6.30). PMBPX return over 5 years is better than : 26.58 vs. NEXIX (-7.77).
| NEXIX | PMBPX | NEXIX / PMBPX | |
| Total Expense Ratio | 1.00 | 0.83 | 120% |
| Annual Report Gross Expense Ratio | 1.00 | 0.83 | 120% |
| Fund Existence | 3 years | 25 years | - |
| Gain YTD | 10.514 | -0.575 | -1,828% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.2M | 30.8B | 0% |
| Annual Yield % from dividends | 0.30 | 0.01 | 3,806% |
| Returns for 1 year | 5.48 | -6.30 | -87% |
| Returns for 3 years | 3.88 | 32.88 | 12% |
| Returns for 5 years | -7.77 | 26.58 | -29% |
| Returns for 10 years | 150.20 | 92.94 | 162% |
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