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NEXTX vs PCBIX
NEXTX vs PCBIX Comparison
Open Charts NEXTX vs PCBIX
Shelton Sustainable Equity Investor
Price$32.55
Change-$0.06 (-0.18%)
VolumeN/A
Net Assets77.6M
Principal MidCap Institutional
Price$45.47
Change-$0.70 (-1.52%)
VolumeN/A
Net Assets30.56B
NEXTX vs PCBIX Comparison Chart
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NEXTX vs. PCBIX commentary
Jun 15, 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: 30.6B vs. NEXTX (77.6M). NEXTX pays higher dividends than PCBIX: NEXTX (0.19) 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 : 10.51 vs. NEXTX (0.44). PCBIX (56.19) and NEXTX (54.33) have equivalent 5 years return.
| 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 | 6.373 | 2.019 | 316% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.6M | 30.6B | 0% |
| Annual Yield % from dividends | 0.19 | 0.12 | 156% |
| Returns for 1 year | 0.44 | 10.51 | 4% |
| Returns for 3 years | 5.38 | 50.56 | 11% |
| Returns for 5 years | 54.33 | 56.19 | 97% |
| Returns for 10 years | 111.29 | 97.25 | 114% |
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