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NEXTX vs PMBPX
NEXTX vs PMBPX Comparison
Open Charts NEXTX vs PMBPX
Shelton Sustainable Equity Investor
Price$32.55
Change-$0.06 (-0.18%)
VolumeN/A
Net Assets77.6M
NEXTX vs PMBPX Comparison Chart
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NEXTX vs. PMBPX 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 PMBPX is a Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. NEXTX (77.6M). NEXTX pays higher dividends than PMBPX: NEXTX (0.19) vs PMBPX (0.01). NEXTX was incepted earlier than PMBPX: NEXTX (12 years) vs PMBPX (25 years). NEXTX (1.25) is less costly to investors than PMBPX (0.83). NEXTX is a more actively managed with annual turnover of: 26.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than NEXTX: PMBPX (0) vs NEXTX (1000). PMBPX annual gain was more profitable for investors over the last year : 11.98 vs. NEXTX (0.63). PMBPX (56.72) and NEXTX (54.61) have equivalent 5 years return.
| NEXTX | PMBPX | NEXTX / PMBPX | |
| Total Expense Ratio | 1.25 | 0.83 | 151% |
| Annual Report Gross Expense Ratio | 1.25 | 0.83 | 151% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 6.569 | 3.520 | 187% |
| 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 | 0.01 | 2,453% |
| Returns for 1 year | 0.63 | 11.98 | 5% |
| Returns for 3 years | 5.57 | 51.85 | 11% |
| Returns for 5 years | 54.61 | 56.72 | 96% |
| Returns for 10 years | 111.68 | 95.68 | 117% |
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