NEXIX
Price
$34.63
Change
-$0.01 (-0.03%)
Updated
Sep 8 closing price
Net Assets
75.97M
PEMGX
Price
$46.00
Change
+$0.41 (+0.90%)
Updated
Sep 8 closing price
Net Assets
33.05B
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NEXIX vs PEMGX

Header iconNEXIX vs PEMGX Comparison
Open Charts NEXIX vs PEMGXBanner chart's image
Shelton Sustainable Equity Institutional
Price$34.63
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets75.97M
Principal MidCap A
Price$46.00
Change+$0.41 (+0.90%)
VolumeN/A
Net Assets33.05B
NEXIX vs PEMGX Comparison Chart in %
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NEXIX vs. PEMGX commentary
Sep 09, 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 PEMGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33B vs. NEXIX (76M). NEXIX pays higher dividends than PEMGX: NEXIX (0.32) vs PEMGX (0.00). NEXIX was incepted earlier than PEMGX: NEXIX (3 years) vs PEMGX (20 years). NEXIX (1.00) is less costly to investors than PEMGX (0.91). NEXIX is a more actively managed with annual turnover of: 26.00 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than NEXIX: PEMGX (1000) vs NEXIX (500000). NEXIX annual gain was more profitable for investors over the last year : 10.46 vs. PEMGX (9.01). PEMGX return over 5 years is better than : 46.31 vs. NEXIX (26.58).
NEXIXPEMGXNEXIX / PEMGX
Total Expense Ratio1.000.91110%
Annual Report Gross Expense Ratio1.000.91110%
Fund Existence3 years20 years-
Gain YTD12.7606.969183%
Front LoadN/A6%-
Min. Initial Investment500000100050,000%
Min. Initial Investment IRAN/AN/A-
Net Assets76M33B0%
Annual Yield % from dividends0.320.00-
Returns for 1 year10.469.01116%
Returns for 3 years2.1845.425%
Returns for 5 years26.5846.3157%
Returns for 10 years159.59108.18148%
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