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NEXTX vs PMBMX
NEXTX vs PMBMX Comparison
Open Charts NEXTX vs PMBMX
Shelton Sustainable Equity Investor
Price$29.28
Change+$0.68 (+2.38%)
VolumeN/A
Net Assets72.25M
NEXTX vs PMBMX Comparison Chart
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NEXTX vs. PMBMX commentary
May 03, 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 Buy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.6B vs. NEXTX (72.2M). NEXTX pays higher dividends than PMBMX: NEXTX (0.21) vs PMBMX (0.02). NEXTX was incepted earlier than PMBMX: NEXTX (12 years) vs PMBMX (24 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 : 9.29 vs. NEXTX (-5.86). PMBMX return over 5 years is better than : 65.21 vs. NEXTX (56.40).
| 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 | 24 years | - |
| Gain YTD | -6.536 | -0.734 | 890% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.2M | 29.6B | 0% |
| Annual Yield % from dividends | 0.21 | 0.02 | 935% |
| Returns for 1 year | -5.86 | 9.29 | -63% |
| Returns for 3 years | -16.94 | 28.07 | -60% |
| Returns for 5 years | 56.40 | 65.21 | 86% |
| Returns for 10 years | 87.68 | 80.18 | 109% |
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