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NEXTX vs PMBJX
NEXTX vs PMBJX Comparison
Open Charts NEXTX vs PMBJX
Shelton Sustainable Equity Investor
Price$28.49
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets72.25M
NEXTX vs PMBJX Comparison Chart
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NEXTX vs. PMBJX commentary
Apr 29, 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 Buy.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 29.2B vs. NEXTX (72.2M). 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 (0.82). 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 : 7.83 vs. NEXTX (-7.90). PMBJX return over 5 years is better than : 56.74 vs. NEXTX (45.01).
| NEXTX | PMBJX | NEXTX / PMBJX | |
| Total Expense Ratio | 1.25 | 0.82 | 152% |
| Annual Report Gross Expense Ratio | 1.25 | 0.82 | 152% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | -7.092 | -2.083 | 340% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.2M | 29.2B | 0% |
| Annual Yield % from dividends | 0.21 | 0.06 | 353% |
| Returns for 1 year | -7.90 | 7.83 | -101% |
| Returns for 3 years | -15.23 | 28.15 | -54% |
| Returns for 5 years | 45.01 | 56.74 | 79% |
| Returns for 10 years | 85.25 | 81.12 | 105% |
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