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NEXTX vs PMBPX
NEXTX vs PMBPX Comparison
Open Charts NEXTX vs PMBPX
Shelton Sustainable Equity Investor
Price$26.28
Change-$1.35 (-4.89%)
VolumeN/A
Net Assets68.31M
NEXTX vs PMBPX Comparison Chart
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NEXTX vs. PMBPX commentary
Apr 07, 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 Hold and PMBPX is a Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 27B vs. NEXTX (68.3M). 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 : -1.11 vs. NEXTX (-16.99). PMBPX return over 5 years is better than : 84.10 vs. NEXTX (69.32).
| 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 | -14.118 | -8.468 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 68.3M | 27B | 0% |
| Annual Yield % from dividends | 0.21 | 0.01 | 2,618% |
| Returns for 1 year | -16.99 | -1.11 | 1,530% |
| Returns for 3 years | -31.53 | 9.44 | -334% |
| Returns for 5 years | 69.32 | 84.10 | 82% |
| Returns for 10 years | 70.59 | 72.20 | 98% |
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