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NEXTX vs PMBPX
NEXTX vs PMBPX Comparison
Open Charts NEXTX vs PMBPX
Shelton Sustainable Equity Investor
Price$28.49
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets72.25M
NEXTX vs PMBPX Comparison Chart
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NEXTX vs. PMBPX 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 PMBPX is a Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.2B vs. NEXTX (72.2M). NEXTX pays higher dividends than PMBPX: NEXTX (0.21) vs PMBPX (0.01). NEXTX was incepted earlier than PMBPX: NEXTX (12 years) vs PMBPX (24 years). NEXTX (1.25) is less costly to investors than PMBPX (0.84). 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 : 7.95 vs. NEXTX (-7.90). PMBPX return over 5 years is better than : 57.92 vs. NEXTX (45.01).
| NEXTX | PMBPX | NEXTX / PMBPX | |
| Total Expense Ratio | 1.25 | 0.84 | 149% |
| Annual Report Gross Expense Ratio | 1.25 | 0.84 | 149% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | -7.092 | -2.117 | 335% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.2M | 29.2B | 0% |
| Annual Yield % from dividends | 0.21 | 0.01 | 2,618% |
| Returns for 1 year | -7.90 | 7.95 | -99% |
| Returns for 3 years | -15.23 | 28.61 | -53% |
| Returns for 5 years | 45.01 | 57.92 | 78% |
| Returns for 10 years | 85.25 | 84.71 | 101% |
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