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NEXIX vs TRQZX
NEXIX vs TRQZX Comparison
Open Charts NEXIX vs TRQZX
Shelton Sustainable Equity Institutional
Price$34.58
Change+$0.06 (+0.17%)
VolumeN/A
Net Assets71.42M
T. Rowe Price Mid-Cap Growth Z
Price$104.65
Change-$0.13 (-0.12%)
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 (71.4M). 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 : 2.72 vs. TRQZX (-10.41). TRQZX return over 5 years is better than : -6.68 vs. NEXIX (-11.85).
| 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 | 13.314 | 4.031 | 330% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.4M | 25.9B | 0% |
| Annual Yield % from dividends | 0.31 | 0.60 | 53% |
| Returns for 1 year | 2.72 | -10.41 | -26% |
| Returns for 3 years | 3.41 | 10.00 | 34% |
| Returns for 5 years | -11.85 | -6.68 | 178% |
| Returns for 10 years | 146.75 | N/A | - |
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