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NEXIX vs PEMGX
NEXIX vs PEMGX Comparison
Open Charts NEXIX vs PEMGX
Shelton Sustainable Equity Institutional
Price$37.20
Change+$0.70 (+1.92%)
VolumeN/A
Net Assets73.05M
NEXIX vs PEMGX Comparison Chart in %
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NEXIX vs. PEMGX commentary
Feb 05, 2026
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 PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.5B vs. NEXIX (73.1M). NEXIX pays higher dividends than PEMGX: NEXIX (0.42) vs PEMGX (0.00). NEXIX was incepted earlier than PEMGX: NEXIX (3 years) vs PEMGX (21 years). NEXIX (1.01) is less costly to investors than PEMGX (0.91). NEXIX is a more actively managed with annual turnover of: 21.00 vs. PEMGX (13.70). NEXIX (1000) and PEMGX (1000) have matching initial minimum investment requirements. NEXIX annual gain was more profitable for investors over the last year : 19.80 vs. PEMGX (-11.39). PEMGX return over 5 years is better than : 11.73 vs. NEXIX (-21.87).
| NEXIX | PEMGX | NEXIX / PEMGX | |
| Total Expense Ratio | 1.01 | 0.91 | 111% |
| Annual Report Gross Expense Ratio | 1.01 | 0.91 | 111% |
| Fund Existence | 3 years | 21 years | - |
| Gain YTD | 8.963 | -2.946 | -304% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.1M | 29.5B | 0% |
| Annual Yield % from dividends | 0.42 | 0.00 | - |
| Returns for 1 year | 19.80 | -11.39 | -174% |
| Returns for 3 years | 12.31 | 20.37 | 60% |
| Returns for 5 years | -21.87 | 11.73 | -186% |
| Returns for 10 years | 200.03 | 115.63 | 173% |
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