NEXIX
Price
$35.07
Change
+$0.21 (+0.60%)
Updated
Jul 25 closing price
Net Assets
80.09M
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.03B
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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$35.07
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets80.09M
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.03B
NEXIX vs PMBPX Comparison Chart in %
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NEXIX vs. PMBPX commentary
Jul 26, 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: 33B vs. NEXIX (80.1M). NEXIX pays higher dividends than PMBPX: NEXIX (0.33) 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 : 12.81 vs. NEXIX (7.97). PMBPX return over 5 years is better than : 55.16 vs. NEXIX (37.45).
NEXIXPMBPXNEXIX / PMBPX
Total Expense Ratio1.000.83120%
Annual Report Gross Expense Ratio1.000.83120%
Fund Existence3 years25 years-
Gain YTD13.4777.846172%
Front LoadN/AN/A-
Min. Initial Investment5000000-
Min. Initial Investment IRAN/AN/A-
Net Assets80.1M33B0%
Annual Yield % from dividends0.330.014,287%
Returns for 1 year7.9712.8162%
Returns for 3 years5.3948.3311%
Returns for 5 years37.4555.1668%
Returns for 10 years143.89105.82136%
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