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NEXTX vs PMBMX
NEXTX vs PMBMX Comparison
Open Charts NEXTX vs PMBMX
Shelton Sustainable Equity Investor
Price$32.55
Change-$0.06 (-0.18%)
VolumeN/A
Net Assets77.6M
NEXTX vs PMBMX Comparison Chart
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NEXTX vs. PMBMX 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 PMBMX is a Hold.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 30.6B vs. NEXTX (77.6M). NEXTX pays higher dividends than PMBMX: NEXTX (0.19) vs PMBMX (0.02). NEXTX was incepted earlier than PMBMX: NEXTX (12 years) vs PMBMX (25 years). NEXTX (1.25) is less costly to investors than PMBMX (1.14). NEXTX is a more actively managed with annual turnover of: 26.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than NEXTX: PMBMX (0) vs NEXTX (1000). PMBMX annual gain was more profitable for investors over the last year : 11.39 vs. NEXTX (0.63). NEXTX (54.61) and PMBMX (52.90) have equivalent 5 years return.
| NEXTX | PMBMX | NEXTX / PMBMX | |
| Total Expense Ratio | 1.25 | 1.14 | 110% |
| Annual Report Gross Expense Ratio | 1.25 | 1.14 | 110% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 6.569 | 3.354 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.6M | 30.6B | 0% |
| Annual Yield % from dividends | 0.19 | 0.02 | 874% |
| Returns for 1 year | 0.63 | 11.39 | 6% |
| Returns for 3 years | 5.57 | 49.64 | 11% |
| Returns for 5 years | 54.61 | 52.90 | 103% |
| Returns for 10 years | 111.68 | 86.36 | 129% |
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