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NEXIX vs PMBMX
NEXIX vs PMBMX Comparison
Open Charts NEXIX vs PMBMX
Shelton Sustainable Equity Institutional
Price$36.29
Change-$0.41 (-1.12%)
VolumeN/A
Net Assets76.66M
NEXIX vs PMBMX Comparison Chart in %
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NEXIX vs. PMBMX commentary
Oct 19, 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 Hold and PMBMX is a Buy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 31.9B vs. NEXIX (76.7M). NEXIX pays higher dividends than PMBMX: NEXIX (0.31) vs PMBMX (0.02). NEXIX was incepted earlier than PMBMX: NEXIX (3 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than NEXIX (1.00). NEXIX is a more actively managed with annual turnover of: 26.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than NEXIX: PMBMX (0) vs NEXIX (500000). NEXIX annual gain was more profitable for investors over the last year : 10.46 vs. PMBMX (-3.39). PMBMX return over 5 years is better than : 32.70 vs. NEXIX (6.03).
| NEXIX | PMBMX | NEXIX / PMBMX | |
| Total Expense Ratio | 1.00 | 1.14 | 88% |
| Annual Report Gross Expense Ratio | 1.00 | 1.14 | 88% |
| Fund Existence | 3 years | 25 years | - |
| Gain YTD | 18.132 | 2.007 | 903% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.7M | 31.9B | 0% |
| Annual Yield % from dividends | 0.31 | 0.02 | 1,443% |
| Returns for 1 year | 10.46 | -3.39 | -309% |
| Returns for 3 years | 25.37 | 47.07 | 54% |
| Returns for 5 years | 6.03 | 32.70 | 18% |
| Returns for 10 years | 165.15 | 92.87 | 178% |
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