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NEXIX vs PMBPX
NEXIX vs PMBPX Comparison
Open Charts NEXIX vs PMBPX
Shelton Sustainable Equity Institutional
Price$36.16
Change-$0.06 (-0.17%)
VolumeN/A
Net Assets72.69M
NEXIX vs PMBPX Comparison Chart in %
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NEXIX vs. PMBPX commentary
Jan 15, 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 Hold and PMBPX is a Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.3B vs. NEXIX (72.7M). NEXIX pays higher dividends than PMBPX: NEXIX (0.45) vs PMBPX (0.00). 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: 21.00 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 : 15.01 vs. PMBPX (-1.14). PMBPX return over 5 years is better than : 21.51 vs. NEXIX (-21.49).
| 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 | 5.917 | 2.474 | 239% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.7M | 31.3B | 0% |
| Annual Yield % from dividends | 0.45 | 0.00 | - |
| Returns for 1 year | 15.01 | -1.14 | -1,322% |
| Returns for 3 years | 9.99 | 31.60 | 32% |
| Returns for 5 years | -21.49 | 21.51 | -100% |
| Returns for 10 years | 190.28 | 130.74 | 146% |
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