NEXIX
Price
$35.03
Change
-$0.77 (-2.15%)
Updated
Nov 13 closing price
Net Assets
74.53M
PMBPX
Price
$44.03
Change
-$0.70 (-1.56%)
Updated
Nov 13 closing price
Net Assets
31.99B
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NEXIX vs PMBPX

Header iconNEXIX vs PMBPX Comparison
Open Charts NEXIX vs PMBPXBanner chart's image
Shelton Sustainable Equity Institutional
Price$35.03
Change-$0.77 (-2.15%)
VolumeN/A
Net Assets74.53M
Principal MidCap R5
Price$44.03
Change-$0.70 (-1.56%)
VolumeN/A
Net Assets31.99B
NEXIX vs PMBPX Comparison Chart in %
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NEXIX vs. PMBPX commentary
Nov 14, 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 Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32B vs. NEXIX (74.5M). NEXIX pays higher dividends than PMBPX: NEXIX (0.30) 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 : 9.10 vs. PMBPX (-4.82). PMBPX return over 5 years is better than : 31.53 vs. NEXIX (1.03).
NEXIXPMBPXNEXIX / PMBPX
Total Expense Ratio1.000.83120%
Annual Report Gross Expense Ratio1.000.83120%
Fund Existence3 years25 years-
Gain YTD16.5362.922566%
Front LoadN/AN/A-
Min. Initial Investment5000000-
Min. Initial Investment IRAN/AN/A-
Net Assets74.5M32B0%
Annual Yield % from dividends0.300.013,806%
Returns for 1 year9.10-4.82-189%
Returns for 3 years8.3234.8224%
Returns for 5 years1.0331.533%
Returns for 10 years172.88106.99162%
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