NEXIX
Price
$35.07
Change
+$0.21 (+0.60%)
Updated
Jul 25 closing price
Net Assets
78.52M
PCBIX
Price
$48.46
Change
+$0.35 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.21B
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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$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 %
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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.

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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).
NEXIXPCBIXNEXIX / PCBIX
Total Expense Ratio1.000.67149%
Annual Report Gross Expense Ratio1.000.67149%
Fund Existence3 years24 years-
Gain YTD14.1608.728162%
Front LoadN/AN/A-
Min. Initial Investment5000000-
Min. Initial Investment IRAN/AN/A-
Net Assets78.5M33.2B0%
Annual Yield % from dividends0.330.12273%
Returns for 1 year8.6213.8762%
Returns for 3 years6.0250.4612%
Returns for 5 years38.2858.1166%
Returns for 10 years145.36112.22130%
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