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NEXTX vs PMBJX
NEXTX vs PMBJX Comparison
Open Charts NEXTX vs PMBJX
Shelton Sustainable Equity Investor
Price$30.69
Change-$0.31 (-1.00%)
VolumeN/A
Net Assets76.07M
NEXTX vs PMBJX Comparison Chart
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NEXTX vs. PMBJX commentary
May 23, 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: 30.5B vs. NEXTX (76.1M). NEXTX pays higher dividends than PMBJX: NEXTX (0.21) 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 : 7.81 vs. NEXTX (-5.21). PMBJX return over 5 years is better than : 61.76 vs. NEXTX (49.77).
| 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 | 1.307 | 1.887 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.1M | 30.5B | 0% |
| Annual Yield % from dividends | 0.21 | 0.06 | 354% |
| Returns for 1 year | -5.21 | 7.81 | -67% |
| Returns for 3 years | -5.16 | 40.61 | -13% |
| Returns for 5 years | 49.77 | 61.76 | 81% |
| Returns for 10 years | 98.94 | 86.28 | 115% |
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