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NEXIX vs PCBIX
NEXIX vs PCBIX Comparison
Open Charts NEXIX vs PCBIX
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.
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).
| 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 | 12.012 | 7.135 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.5M | 32.3B | 0% |
| Annual Yield % from dividends | 0.33 | 0.12 | 273% |
| Returns for 1 year | 11.57 | 15.68 | 74% |
| Returns for 3 years | 7.84 | 53.44 | 15% |
| Returns for 5 years | 48.45 | 61.53 | 79% |
| Returns for 10 years | 134.17 | 109.29 | 123% |
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