NEXTX
Price
$34.89
Change
+$0.21 (+0.61%)
Updated
Jul 25 closing price
Net Assets
78.52M
PCBIX
Price
$48.46
Change
+$0.35 (+0.73%)
Updated
Jul 25 closing price
Net Assets
33.21B
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NEXTX vs PCBIX

Header iconNEXTX vs PCBIX Comparison
Open Charts NEXTX vs PCBIXBanner chart's image
Shelton Sustainable Equity Investor
Price$34.89
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets78.52M
Principal MidCap Institutional
Price$48.46
Change+$0.35 (+0.73%)
VolumeN/A
Net Assets33.21B
NEXTX vs PCBIX Comparison Chart in %
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NEXTX vs. PCBIX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 33.2B vs. NEXTX (78.5M). 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 : 13.87 vs. NEXTX (8.37). PCBIX return over 5 years is better than : 58.11 vs. NEXTX (37.35).
NEXTXPCBIXNEXTX / PCBIX
Total Expense Ratio1.250.67187%
Annual Report Gross Expense Ratio1.250.67187%
Fund Existence12 years24 years-
Gain YTD14.0208.728161%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets78.5M33.2B0%
Annual Yield % from dividends0.180.12152%
Returns for 1 year8.3713.8760%
Returns for 3 years5.3150.4611%
Returns for 5 years37.3558.1164%
Returns for 10 years143.06112.22127%
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