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NEXTX vs PCBIX
NEXTX vs PCBIX Comparison
Open Charts NEXTX vs PCBIX
Shelton Sustainable Equity Investor
Price$34.23
Change+$0.37 (+1.09%)
VolumeN/A
Net Assets80.54M
Principal MidCap Institutional
Price$47.75
Change+$0.49 (+1.04%)
VolumeN/A
Net Assets32.28B
NEXTX vs PCBIX Comparison Chart in %
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NEXTX vs. PCBIX commentary
Jul 07, 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 NEXTX is a Buy and PCBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32.3B vs. NEXTX (80.5M). NEXTX pays higher dividends than PCBIX: NEXTX (0.18) vs PCBIX (0.12). NEXTX was incepted earlier than PCBIX: NEXTX (12 years) vs PCBIX (24 years). NEXTX (1.25) is less costly to investors than PCBIX (0.67). NEXTX is a more actively managed with annual turnover of: 26.00 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than NEXTX: PCBIX (0) vs NEXTX (1000). PCBIX annual gain was more profitable for investors over the last year : 15.68 vs. NEXTX (11.28). PCBIX return over 5 years is better than : 61.53 vs. NEXTX (47.43).
| NEXTX | PCBIX | NEXTX / PCBIX | |
| Total Expense Ratio | 1.25 | 0.67 | 187% |
| Annual Report Gross Expense Ratio | 1.25 | 0.67 | 187% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 11.863 | 7.135 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.5M | 32.3B | 0% |
| Annual Yield % from dividends | 0.18 | 0.12 | 152% |
| Returns for 1 year | 11.28 | 15.68 | 72% |
| Returns for 3 years | 7.10 | 53.44 | 13% |
| Returns for 5 years | 47.43 | 61.53 | 77% |
| Returns for 10 years | 131.96 | 109.29 | 121% |
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