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NEXTX vs PMBPX
NEXTX vs PMBPX Comparison
Open Charts NEXTX vs PMBPX
Shelton Sustainable Equity Investor
Price$30.69
Change-$0.31 (-1.00%)
VolumeN/A
Net Assets76.07M
NEXTX vs PMBPX Comparison Chart
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NEXTX vs. PMBPX commentary
May 23, 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: 30.5B vs. NEXTX (76.1M). 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 (0.83). 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 : 7.96 vs. NEXTX (-5.21). PMBPX return over 5 years is better than : 63.01 vs. NEXTX (49.77).
| 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 | 24 years | - |
| Gain YTD | 1.307 | 1.864 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.1M | 30.5B | 0% |
| Annual Yield % from dividends | 0.21 | 0.01 | 2,624% |
| Returns for 1 year | -5.21 | 7.96 | -66% |
| Returns for 3 years | -5.16 | 41.09 | -13% |
| Returns for 5 years | 49.77 | 63.01 | 79% |
| Returns for 10 years | 98.94 | 90.00 | 110% |
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