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NEXIX vs PMBPX
NEXIX vs PMBPX Comparison
Open Charts NEXIX vs PMBPX
Shelton Sustainable Equity Institutional
Price$36.29
Change-$0.41 (-1.12%)
VolumeN/A
Net Assets76.66M
NEXIX vs PMBPX Comparison Chart in %
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NEXIX vs. PMBPX 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 PMBPX is a Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.9B vs. NEXIX (76.7M). NEXIX pays higher dividends than PMBPX: NEXIX (0.31) vs PMBPX (0.01). NEXIX was incepted earlier than PMBPX: NEXIX (3 years) vs PMBPX (25 years). NEXIX (1.00) is less costly to investors than PMBPX (0.83). NEXIX is a more actively managed with annual turnover of: 26.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than NEXIX: PMBPX (0) vs NEXIX (500000). NEXIX annual gain was more profitable for investors over the last year : 10.46 vs. PMBPX (-2.88). PMBPX return over 5 years is better than : 36.06 vs. NEXIX (6.03).
| NEXIX | PMBPX | NEXIX / PMBPX | |
| Total Expense Ratio | 1.00 | 0.83 | 120% |
| Annual Report Gross Expense Ratio | 1.00 | 0.83 | 120% |
| Fund Existence | 3 years | 25 years | - |
| Gain YTD | 18.132 | 2.301 | 788% |
| 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 | 0.01 | 4,053% |
| Returns for 1 year | 10.46 | -2.88 | -364% |
| Returns for 3 years | 25.37 | 49.26 | 52% |
| Returns for 5 years | 6.03 | 36.06 | 17% |
| Returns for 10 years | 165.15 | 102.57 | 161% |
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