NEXTX
Price
$34.67
Change
+$0.30 (+0.87%)
Updated
Dec 3 closing price
Net Assets
70.86M
PCBIX
Price
$45.58
Change
+$0.35 (+0.77%)
Updated
Dec 3 closing price
Net Assets
31.57B
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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$34.67
Change+$0.30 (+0.87%)
VolumeN/A
Net Assets70.86M
Principal MidCap Institutional
Price$45.58
Change+$0.35 (+0.77%)
VolumeN/A
Net Assets31.57B
NEXTX vs PCBIX Comparison Chart in %
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NEXTX vs. PCBIX commentary
Dec 04, 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 StrongBuy and PCBIX is a Hold.

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FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 31.6B vs. NEXTX (70.9M). NEXTX pays higher dividends than PCBIX: NEXTX (0.17) vs PCBIX (0.12). NEXTX was incepted earlier than PCBIX: NEXTX (13 years) vs PCBIX (25 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). NEXTX annual gain was more profitable for investors over the last year : 2.48 vs. PCBIX (-7.72). PCBIX return over 5 years is better than : 28.55 vs. NEXTX (-12.53).
NEXTXPCBIXNEXTX / PCBIX
Total Expense Ratio1.250.67187%
Annual Report Gross Expense Ratio1.250.67187%
Fund Existence13 years25 years-
Gain YTD13.0721.907685%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets70.9M31.6B0%
Annual Yield % from dividends0.170.12142%
Returns for 1 year2.48-7.72-32%
Returns for 3 years2.6533.038%
Returns for 5 years-12.5328.55-44%
Returns for 10 years144.22101.44142%
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