NEXTX
Price
$26.28
Change
-$1.35 (-4.89%)
Updated
Apr 4 closing price
Net Assets
68.31M
PMAQX
Price
$40.87
Change
-$2.46 (-5.68%)
Updated
Apr 4 closing price
Net Assets
26.99B
Ad is loading...

NEXTX vs PMAQX

Header iconNEXTX vs PMAQX Comparison
Open Charts NEXTX vs PMAQXBanner chart's image
Shelton Sustainable Equity Investor
Price$26.28
Change-$1.35 (-4.89%)
VolumeN/A
Net Assets68.31M
Principal MidCap R6
Price$40.87
Change-$2.46 (-5.68%)
VolumeN/A
Net Assets26.99B
NEXTX vs PMAQX Comparison Chart
Loading...
View a ticker or compare two or three
VS
NEXTX vs. PMAQX commentary
Apr 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 NEXTX is a Hold and PMAQX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
PMAQX has more cash in the bank: 27B vs. NEXTX (68.3M). NEXTX pays higher dividends than PMAQX: NEXTX (0.21) vs PMAQX (0.20). NEXTX was incepted earlier than PMAQX: NEXTX (12 years) vs PMAQX (8 years). NEXTX (1.25) is less costly to investors than PMAQX (0.60). NEXTX is a more actively managed with annual turnover of: 26.00 vs. PMAQX (10.50). PMAQX has a lower initial minimum investment than NEXTX: PMAQX (0) vs NEXTX (1000). PMAQX annual gain was more profitable for investors over the last year : -0.80 vs. NEXTX (-16.99). PMAQX return over 5 years is better than : 87.12 vs. NEXTX (69.32).
NEXTXPMAQXNEXTX / PMAQX
Total Expense Ratio1.250.60208%
Annual Report Gross Expense Ratio1.250.60208%
Fund Existence12 years8 years-
Gain YTD-14.118-8.425168%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets68.3M27B0%
Annual Yield % from dividends0.210.20106%
Returns for 1 year-16.99-0.802,136%
Returns for 3 years-31.5310.48-301%
Returns for 5 years69.3287.1280%
Returns for 10 years70.59N/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
GTSCX28.72-1.15
-3.85%
Glenmede Small Cap Equity Instl
PZINX10.39-0.53
-4.85%
Pzena International Value Instl
AFDCX41.97-2.57
-5.77%
American Century Large Cap Equity C
CAMOX25.06-1.54
-5.79%
Cambiar Opportunity Inv
FFICX50.61-3.12
-5.81%
American Funds Invmt Co of Amer F3