NEXIX
Price
$34.41
Change
+$0.37 (+1.09%)
Updated
Jul 3 closing price
Net Assets
80.54M
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$34.41
Change+$0.37 (+1.09%)
VolumeN/A
Net Assets80.54M
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
NEXIX vs PMBJX Comparison Chart in %
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NEXIX vs. PMBJX 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 PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. NEXIX (80.5M). NEXIX pays higher dividends than PMBJX: NEXIX (0.33) vs PMBJX (0.06). NEXIX was incepted earlier than PMBJX: NEXIX (3 years) vs PMBJX (24 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). PMBJX annual gain was more profitable for investors over the last year : 15.26 vs. NEXIX (11.57). PMBJX return over 5 years is better than : 58.39 vs. NEXIX (48.45).
NEXIXPMBJXNEXIX / PMBJX
Total Expense Ratio1.000.78128%
Annual Report Gross Expense Ratio1.000.78128%
Fund Existence3 years24 years-
Gain YTD12.0127.057170%
Front LoadN/AN/A-
Min. Initial Investment500000100050,000%
Min. Initial Investment IRAN/AN/A-
Net Assets80.5M32.3B0%
Annual Yield % from dividends0.330.06579%
Returns for 1 year11.5715.2676%
Returns for 3 years7.8451.7915%
Returns for 5 years48.4558.3983%
Returns for 10 years134.17100.46134%
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