NEXIX
Price
$34.63
Change
-$0.01 (-0.03%)
Updated
Sep 8 closing price
Net Assets
75.97M
PMBJX
Price
$44.08
Change
+$0.39 (+0.89%)
Updated
Sep 8 closing price
Net Assets
33.36B
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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$34.63
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets75.97M
Principal MidCap J
Price$44.08
Change+$0.39 (+0.89%)
VolumeN/A
Net Assets33.36B
NEXIX vs PMBJX Comparison Chart in %
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NEXIX vs. PMBJX 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 PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 33.4B vs. NEXIX (76M). NEXIX pays higher dividends than PMBJX: NEXIX (0.32) vs PMBJX (0.06). 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: 26.00 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 : 10.46 vs. PMBJX (9.02). PMBJX return over 5 years is better than : 46.26 vs. NEXIX (26.58).
NEXIXPMBJXNEXIX / PMBJX
Total Expense Ratio1.000.78128%
Annual Report Gross Expense Ratio1.000.78128%
Fund Existence3 years25 years-
Gain YTD12.7607.057181%
Front LoadN/AN/A-
Min. Initial Investment500000100050,000%
Min. Initial Investment IRAN/AN/A-
Net Assets76M33.4B0%
Annual Yield % from dividends0.320.06569%
Returns for 1 year10.469.02116%
Returns for 3 years2.1845.535%
Returns for 5 years26.5846.2657%
Returns for 10 years159.59107.65148%
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