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NEXTX vs PMBJX
NEXTX vs PMBJX Comparison
Open Charts NEXTX vs PMBJX
Shelton Sustainable Equity Investor
Price$33.89
Change+$0.08 (+0.24%)
VolumeN/A
Net Assets75.17M
NEXTX vs PMBJX Comparison Chart in %
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NEXTX vs. PMBJX commentary
Aug 16, 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: 32.6B vs. NEXTX (75.2M). NEXTX pays higher dividends than PMBJX: NEXTX (0.18) 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 : 9.29 vs. NEXTX (6.87). PMBJX return over 5 years is better than : 44.49 vs. NEXTX (22.64).
| 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 | 10.490 | 6.150 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.2M | 32.6B | 0% |
| Annual Yield % from dividends | 0.18 | 0.06 | 319% |
| Returns for 1 year | 6.87 | 9.29 | 74% |
| Returns for 3 years | -9.79 | 30.64 | -32% |
| Returns for 5 years | 22.64 | 44.49 | 51% |
| Returns for 10 years | 136.67 | 93.48 | 146% |
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