NEXIX
Price
$35.80
Change
+$0.22 (+0.62%)
Updated
Nov 12 closing price
Net Assets
74.08M
PMBJX
Price
$42.01
Change
+$0.07 (+0.17%)
Updated
Nov 12 closing price
Net Assets
31.95B
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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$35.80
Change+$0.22 (+0.62%)
VolumeN/A
Net Assets74.08M
Principal MidCap J
Price$42.01
Change+$0.07 (+0.17%)
VolumeN/A
Net Assets31.95B
NEXIX vs PMBJX Comparison Chart in %
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NEXIX vs. PMBJX commentary
Nov 14, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32B vs. NEXIX (74.1M). NEXIX pays higher dividends than PMBJX: NEXIX (0.30) 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 : 9.10 vs. PMBJX (-4.98). PMBJX return over 5 years is better than : 30.46 vs. NEXIX (1.03).
NEXIXPMBJXNEXIX / PMBJX
Total Expense Ratio1.000.78128%
Annual Report Gross Expense Ratio1.000.78128%
Fund Existence3 years25 years-
Gain YTD16.5362.940562%
Front LoadN/AN/A-
Min. Initial Investment500000100050,000%
Min. Initial Investment IRAN/AN/A-
Net Assets74.1M32B0%
Annual Yield % from dividends0.300.06514%
Returns for 1 year9.10-4.98-183%
Returns for 3 years8.3234.3024%
Returns for 5 years1.0330.463%
Returns for 10 years172.88102.92168%
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