Interact to see
Advertisement
Advertisement
NEXIX vs TRQZX
NEXIX vs TRQZX Comparison
Open Charts NEXIX vs TRQZX
Shelton Sustainable Equity Institutional
Price$34.97
Change+$0.05 (+0.14%)
VolumeN/A
Net Assets70.58M
T. Rowe Price Mid-Cap Growth Z
Price$99.75
Change+$0.15 (+0.15%)
VolumeN/A
Net Assets25.6B
NEXIX vs TRQZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
TRQZX has more cash in the bank: 25.6B vs. NEXIX (70.6M). 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). TRQZX is a more actively managed with annual turnover of: 22.60 vs. NEXIX (21.00). 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 : 11.84 vs. TRQZX (-2.83). TRQZX return over 5 years is better than : -10.65 vs. NEXIX (-20.08).
| 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 | 13.835 | -0.963 | -1,437% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.6M | 25.6B | 0% |
| Annual Yield % from dividends | 0.31 | 0.60 | 53% |
| Returns for 1 year | 11.84 | -2.83 | -418% |
| Returns for 3 years | 12.56 | 13.18 | 95% |
| Returns for 5 years | -20.08 | -10.65 | 189% |
| Returns for 10 years | 139.10 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement