NEXIX
Price
$37.20
Change
+$0.70 (+1.92%)
Updated
Feb 3 closing price
Net Assets
73.05M
PMBMX
Price
$37.68
Change
-$4.68 (-11.05%)
Updated
Feb 3 closing price
Net Assets
29.47B
Interact to see
Advertisement

NEXIX vs PMBMX

Header iconNEXIX vs PMBMX Comparison
Open Charts NEXIX vs PMBMXBanner chart's image
Shelton Sustainable Equity Institutional
Price$37.20
Change+$0.70 (+1.92%)
VolumeN/A
Net Assets73.05M
Principal MidCap R3
Price$37.68
Change-$4.68 (-11.05%)
VolumeN/A
Net Assets29.47B
NEXIX vs PMBMX Comparison Chart in %
View a ticker or compare two or three
VS
NEXIX vs. PMBMX commentary
Feb 05, 2026

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 PMBMX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 29.5B vs. NEXIX (73.1M). NEXIX pays higher dividends than PMBMX: NEXIX (0.42) vs PMBMX (0.00). NEXIX was incepted earlier than PMBMX: NEXIX (3 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than NEXIX (1.01). NEXIX is a more actively managed with annual turnover of: 21.00 vs. PMBMX (13.70). PMBMX has a lower initial minimum investment than NEXIX: PMBMX (0) vs NEXIX (1000). NEXIX annual gain was more profitable for investors over the last year : 19.80 vs. PMBMX (-11.84). PMBMX return over 5 years is better than : 9.56 vs. NEXIX (-21.87).
NEXIXPMBMXNEXIX / PMBMX
Total Expense Ratio1.011.1489%
Annual Report Gross Expense Ratio1.011.1489%
Fund Existence3 years25 years-
Gain YTD8.963-2.987-300%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets73.1M29.5B0%
Annual Yield % from dividends0.420.00-
Returns for 1 year19.80-11.84-167%
Returns for 3 years12.3118.9365%
Returns for 5 years-21.879.56-229%
Returns for 10 years200.03108.34185%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
URNM76.454.75
+6.62%
Sprott Uranium Miners ETF
FPXE32.680.26
+0.81%
First Trust IPOX Europe Equity Opps ETF
FLMB23.880.02
+0.06%
Franklin Municipal Green Bond ETF
SIZE164.89-0.87
-0.52%
iShares MSCI USA Size Factor ETF
GLXU9.00-4.64
-34.02%
T-REX 2X Long GLXY Daily Target ETF