NEXIX
Price
$34.41
Change
+$0.37 (+1.09%)
Updated
Jul 3 closing price
Net Assets
80.54M
PCBIX
Price
$47.75
Change
+$0.49 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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NEXIX vs PCBIX

Header iconNEXIX vs PCBIX Comparison
Open Charts NEXIX vs PCBIXBanner chart's image
Shelton Sustainable Equity Institutional
Price$34.41
Change+$0.37 (+1.09%)
VolumeN/A
Net Assets80.54M
Principal MidCap Institutional
Price$47.75
Change+$0.49 (+1.04%)
VolumeN/A
Net Assets32.28B
NEXIX vs PCBIX Comparison Chart in %
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NEXIX vs. PCBIX commentary
Jul 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 NEXIX is a Buy and PCBIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.3B vs. NEXIX (80.5M). NEXIX pays higher dividends than PCBIX: NEXIX (0.33) vs PCBIX (0.12). NEXIX was incepted earlier than PCBIX: NEXIX (3 years) vs PCBIX (24 years). NEXIX (1.00) is less costly to investors than PCBIX (0.67). NEXIX is a more actively managed with annual turnover of: 26.00 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than NEXIX: PCBIX (0) vs NEXIX (500000). PCBIX annual gain was more profitable for investors over the last year : 15.68 vs. NEXIX (11.57). PCBIX return over 5 years is better than : 61.53 vs. NEXIX (48.45).
NEXIXPCBIXNEXIX / PCBIX
Total Expense Ratio1.000.67149%
Annual Report Gross Expense Ratio1.000.67149%
Fund Existence3 years24 years-
Gain YTD12.0127.135168%
Front LoadN/AN/A-
Min. Initial Investment5000000-
Min. Initial Investment IRAN/AN/A-
Net Assets80.5M32.3B0%
Annual Yield % from dividends0.330.12273%
Returns for 1 year11.5715.6874%
Returns for 3 years7.8453.4415%
Returns for 5 years48.4561.5379%
Returns for 10 years134.17109.29123%
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