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NEXTX vs PMBJX
NEXTX vs PMBJX Comparison
Open Charts NEXTX vs PMBJX
Shelton Sustainable Equity Investor
Price$32.55
Change-$0.06 (-0.18%)
VolumeN/A
Net Assets77.6M
NEXTX vs PMBJX Comparison Chart
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NEXTX vs. PMBJX commentary
Jun 15, 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 Buy and PMBJX is a Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.6B vs. NEXTX (77.6M). NEXTX pays higher dividends than PMBJX: NEXTX (0.19) vs PMBJX (0.06). NEXTX was incepted earlier than PMBJX: NEXTX (12 years) vs PMBJX (24 years). NEXTX (1.25) is less costly to investors than PMBJX (0.78). NEXTX is a more actively managed with annual turnover of: 26.00 vs. PMBJX (10.50). NEXTX (1000) and PMBJX (1000) have matching initial minimum investment requirements. PMBJX annual gain was more profitable for investors over the last year : 11.81 vs. NEXTX (0.63). PMBJX (55.48) and NEXTX (54.61) have equivalent 5 years return.
| NEXTX | PMBJX | NEXTX / PMBJX | |
| Total Expense Ratio | 1.25 | 0.78 | 160% |
| Annual Report Gross Expense Ratio | 1.25 | 0.78 | 160% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 6.569 | 3.529 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.6M | 30.6B | 0% |
| Annual Yield % from dividends | 0.19 | 0.06 | 331% |
| Returns for 1 year | 0.63 | 11.81 | 5% |
| Returns for 3 years | 5.57 | 51.25 | 11% |
| Returns for 5 years | 54.61 | 55.48 | 98% |
| Returns for 10 years | 111.68 | 91.84 | 122% |
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