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NEXIX vs PMBJX
NEXIX vs PMBJX Comparison
Open Charts NEXIX vs PMBJX
Shelton Sustainable Equity Institutional
Price$34.97
Change+$0.05 (+0.14%)
VolumeN/A
Net Assets70.58M
NEXIX vs PMBJX Comparison Chart in %
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NEXIX vs. PMBJX commentary
Dec 27, 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: 31.2B vs. NEXIX (70.6M). 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: 21.00 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 : 11.84 vs. PMBJX (-4.93). PMBJX return over 5 years is better than : 18.95 vs. NEXIX (-20.08).
| 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 | 25 years | - |
| Gain YTD | 13.835 | -2.965 | -467% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.6M | 31.2B | 0% |
| Annual Yield % from dividends | 0.31 | 0.06 | 541% |
| Returns for 1 year | 11.84 | -4.93 | -240% |
| Returns for 3 years | 12.56 | 38.06 | 33% |
| Returns for 5 years | -20.08 | 18.95 | -106% |
| Returns for 10 years | 139.10 | 101.31 | 137% |
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