NEXIX
Price
$34.58
Change
+$0.06 (+0.17%)
Updated
Dec 2 closing price
Net Assets
71.42M
PMBJX
Price
$41.37
Change
-$0.18 (-0.43%)
Updated
Dec 2 closing price
Net Assets
31.51B
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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$34.58
Change+$0.06 (+0.17%)
VolumeN/A
Net Assets71.42M
Principal MidCap J
Price$41.37
Change-$0.18 (-0.43%)
VolumeN/A
Net Assets31.51B
NEXIX vs PMBJX Comparison Chart in %
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NEXIX vs. PMBJX commentary
Dec 04, 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 StrongBuy and PMBJX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 31.5B vs. NEXIX (71.4M). NEXIX pays higher dividends than PMBJX: NEXIX (0.31) 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 : 2.72 vs. PMBJX (-8.04). PMBJX return over 5 years is better than : 26.06 vs. NEXIX (-11.85).
NEXIXPMBJXNEXIX / PMBJX
Total Expense Ratio1.000.78128%
Annual Report Gross Expense Ratio1.000.78128%
Fund Existence3 years25 years-
Gain YTD13.3141.813734%
Front LoadN/AN/A-
Min. Initial Investment500000100050,000%
Min. Initial Investment IRAN/AN/A-
Net Assets71.4M31.5B0%
Annual Yield % from dividends0.310.06541%
Returns for 1 year2.72-8.04-34%
Returns for 3 years3.4131.6511%
Returns for 5 years-11.8526.06-45%
Returns for 10 years146.7593.01158%
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