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NEXTX vs PMBJX
NEXTX vs PMBJX Comparison
Open Charts NEXTX vs PMBJX
Shelton Sustainable Equity Investor
Price$34.25
Change+$0.25 (+0.74%)
VolumeN/A
Net Assets75.97M
NEXTX vs PMBJX Comparison Chart in %
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NEXTX vs. PMBJX commentary
Sep 08, 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 StrongBuy and PMBJX is a Buy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.1B vs. NEXTX (76M). NEXTX pays higher dividends than PMBJX: NEXTX (0.18) vs PMBJX (0.06). NEXTX was incepted earlier than PMBJX: NEXTX (13 years) vs PMBJX (25 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. NEXTX annual gain was more profitable for investors over the last year : 9.54 vs. PMBJX (9.02). PMBJX return over 5 years is better than : 46.26 vs. NEXTX (24.95).
| NEXTX | PMBJX | NEXTX / PMBJX | |
| Total Expense Ratio | 1.25 | 0.78 | 160% |
| Annual Report Gross Expense Ratio | 1.25 | 0.78 | 160% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 11.928 | 7.057 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76M | 33.1B | 0% |
| Annual Yield % from dividends | 0.18 | 0.06 | 317% |
| Returns for 1 year | 9.54 | 9.02 | 106% |
| Returns for 3 years | 0.87 | 45.53 | 2% |
| Returns for 5 years | 24.95 | 46.26 | 54% |
| Returns for 10 years | 155.57 | 107.65 | 145% |
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