NEXIX
Price
$36.58
Change
+$0.42 (+1.16%)
Updated
Jan 15 closing price
Net Assets
73.5M
PMBJX
Price
$40.08
Change
+$0.17 (+0.43%)
Updated
Jan 15 closing price
Net Assets
31.28B
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NEXIX vs PMBJX

Header iconNEXIX vs PMBJX Comparison
Open Charts NEXIX vs PMBJXBanner chart's image
Shelton Sustainable Equity Institutional
Price$36.58
Change+$0.42 (+1.16%)
VolumeN/A
Net Assets73.5M
Principal MidCap J
Price$40.08
Change+$0.17 (+0.43%)
VolumeN/A
Net Assets31.28B
NEXIX vs PMBJX Comparison Chart in %
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NEXIX vs. PMBJX commentary
Jan 16, 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 Hold and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.3B vs. NEXIX (73.5M). NEXIX pays higher dividends than PMBJX: NEXIX (0.45) vs PMBJX (0.00). NEXIX was incepted earlier than PMBJX: NEXIX (3 years) vs PMBJX (25 years). NEXIX (1.00) is less costly to investors than PMBJX (0.78). NEXIX is a more actively managed with annual turnover of: 21.00 vs. PMBJX (10.50). PMBJX has a lower initial minimum investment than NEXIX: PMBJX (1000) vs NEXIX (500000). NEXIX annual gain was more profitable for investors over the last year : 15.58 vs. PMBJX (-2.39). PMBJX return over 5 years is better than : 20.65 vs. NEXIX (-20.58).
NEXIXPMBJXNEXIX / PMBJX
Total Expense Ratio1.000.78128%
Annual Report Gross Expense Ratio1.000.78128%
Fund Existence3 years25 years-
Gain YTD7.1472.901246%
Front LoadN/AN/A-
Min. Initial Investment500000100050,000%
Min. Initial Investment IRAN/AN/A-
Net Assets73.5M31.3B0%
Annual Yield % from dividends0.450.00-
Returns for 1 year15.58-2.39-653%
Returns for 3 years11.2731.3636%
Returns for 5 years-20.5820.65-100%
Returns for 10 years193.65126.87153%
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