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NEXIX vs PMBPX
NEXIX vs PMBPX Comparison
Open Charts NEXIX vs PMBPX
Shelton Sustainable Equity Institutional
Price$34.97
Change+$0.05 (+0.14%)
VolumeN/A
Net Assets70.58M
NEXIX vs PMBPX Comparison Chart in %
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NEXIX vs. PMBPX commentary
Dec 26, 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 PMBPX is a Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.2B vs. NEXIX (70.6M). 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: 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 : 11.84 vs. PMBPX (-4.57). PMBPX return over 5 years is better than : 20.33 vs. NEXIX (-20.08).
| 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 | 13.835 | -2.600 | -532% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.6M | 31.2B | 0% |
| Annual Yield % from dividends | 0.31 | 0.01 | 4,006% |
| Returns for 1 year | 11.84 | -4.57 | -259% |
| Returns for 3 years | 12.56 | 38.89 | 32% |
| Returns for 5 years | -20.08 | 20.33 | -99% |
| Returns for 10 years | 139.10 | 105.53 | 132% |
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