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NEXIX vs TRQZX
NEXIX vs TRQZX Comparison
Open Charts NEXIX vs TRQZX
Shelton Sustainable Equity Institutional
Price$35.80
Change+$0.22 (+0.62%)
VolumeN/A
Net Assets74.08M
T. Rowe Price Mid-Cap Growth Z
Price$104.68
Change-$0.06 (-0.06%)
VolumeN/A
Net Assets25.9B
NEXIX vs TRQZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
TRQZX has more cash in the bank: 25.9B vs. NEXIX (74.1M). TRQZX pays higher dividends than NEXIX: TRQZX (0.60) vs NEXIX (0.30). NEXIX was incepted earlier than TRQZX: NEXIX (3 years) vs TRQZX (6 years). NEXIX (1.00) is less costly to investors than TRQZX (0.61). NEXIX is a more actively managed with annual turnover of: 26.00 vs. TRQZX (22.60). TRQZX has a lower initial minimum investment than NEXIX: TRQZX (0) vs NEXIX (500000). NEXIX annual gain was more profitable for investors over the last year : 9.10 vs. TRQZX (-8.07). NEXIX return over 5 years is better than : 1.03 vs. TRQZX (-3.92).
| NEXIX | TRQZX | NEXIX / TRQZX | |
| Total Expense Ratio | 1.00 | 0.00 | - |
| Annual Report Gross Expense Ratio | 1.00 | 0.61 | 164% |
| Fund Existence | 3 years | 6 years | - |
| Gain YTD | 16.536 | 3.932 | 421% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.1M | 25.9B | 0% |
| Annual Yield % from dividends | 0.30 | 0.60 | 50% |
| Returns for 1 year | 9.10 | -8.07 | -113% |
| Returns for 3 years | 8.32 | 12.66 | 66% |
| Returns for 5 years | 1.03 | -3.92 | -26% |
| Returns for 10 years | 172.88 | N/A | - |
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