Interact to see
Advertisement
Advertisement
NEXIX vs PCBIX
NEXIX vs PCBIX Comparison
Open Charts NEXIX vs PCBIX
Shelton Sustainable Equity Institutional
Price$35.07
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets78.52M
Principal MidCap Institutional
Price$48.46
Change+$0.35 (+0.73%)
VolumeN/A
Net Assets33.21B
NEXIX vs PCBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NEXIX vs. PCBIX commentary
Jul 27, 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.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33.2B vs. NEXIX (78.5M). 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 : 13.87 vs. NEXIX (8.62). PCBIX return over 5 years is better than : 58.11 vs. NEXIX (38.28).
| NEXIX | PCBIX | NEXIX / PCBIX | |
| Total Expense Ratio | 1.00 | 0.67 | 149% |
| Annual Report Gross Expense Ratio | 1.00 | 0.67 | 149% |
| Fund Existence | 3 years | 24 years | - |
| Gain YTD | 14.160 | 8.728 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.5M | 33.2B | 0% |
| Annual Yield % from dividends | 0.33 | 0.12 | 273% |
| Returns for 1 year | 8.62 | 13.87 | 62% |
| Returns for 3 years | 6.02 | 50.46 | 12% |
| Returns for 5 years | 38.28 | 58.11 | 66% |
| Returns for 10 years | 145.36 | 112.22 | 130% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers