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NEXIX vs TRQZX
NEXIX vs TRQZX Comparison
Open Charts NEXIX vs TRQZX
Shelton Sustainable Equity Institutional
Price$36.29
Change-$0.41 (-1.12%)
VolumeN/A
Net Assets76.66M
T. Rowe Price Mid-Cap Growth Z
Price$103.85
Change+$0.30 (+0.29%)
VolumeN/A
Net Assets26.14B
NEXIX vs TRQZX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
TRQZX has more cash in the bank: 26.1B vs. NEXIX (76.7M). TRQZX pays higher dividends than NEXIX: TRQZX (0.60) vs NEXIX (0.31). 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 : 10.46 vs. TRQZX (-6.67). NEXIX return over 5 years is better than : 6.03 vs. TRQZX (-1.49).
| 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 | 18.132 | 3.108 | 583% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.7M | 26.1B | 0% |
| Annual Yield % from dividends | 0.31 | 0.60 | 51% |
| Returns for 1 year | 10.46 | -6.67 | -157% |
| Returns for 3 years | 25.37 | 21.88 | 116% |
| Returns for 5 years | 6.03 | -1.49 | -404% |
| Returns for 10 years | 165.15 | N/A | - |
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