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NEXIX vs PMBJX
NEXIX vs PMBJX Comparison
Open Charts NEXIX vs PMBJX
Shelton Sustainable Equity Institutional
Price$32.71
Change-$0.07 (-0.21%)
VolumeN/A
Net Assets77.88M
NEXIX vs PMBJX Comparison Chart
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NEXIX vs. PMBJX commentary
Jun 15, 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 Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.6B vs. NEXIX (77.9M). NEXIX pays higher dividends than PMBJX: NEXIX (0.34) 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 : 10.12 vs. NEXIX (0.66). NEXIX (55.34) and PMBJX (53.13) have equivalent 5 years return.
| NEXIX | PMBJX | NEXIX / PMBJX | |
| Total Expense Ratio | 1.00 | 0.78 | 128% |
| Annual Report Gross Expense Ratio | 1.00 | 0.78 | 128% |
| Fund Existence | 3 years | 24 years | - |
| Gain YTD | 6.478 | 1.960 | 330% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.9M | 30.6B | 0% |
| Annual Yield % from dividends | 0.34 | 0.06 | 595% |
| Returns for 1 year | 0.66 | 10.12 | 7% |
| Returns for 3 years | 6.07 | 48.96 | 12% |
| Returns for 5 years | 55.34 | 53.13 | 104% |
| Returns for 10 years | 113.23 | 88.94 | 127% |
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