NEXTX
Price
$34.23
Change
+$0.37 (+1.09%)
Updated
Jul 3 closing price
Net Assets
80.54M
PCBIX
Price
$47.75
Change
+$0.49 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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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$34.23
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.

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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).
NEXTXPCBIXNEXTX / PCBIX
Total Expense Ratio1.250.67187%
Annual Report Gross Expense Ratio1.250.67187%
Fund Existence12 years24 years-
Gain YTD11.8637.135166%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets80.5M32.3B0%
Annual Yield % from dividends0.180.12152%
Returns for 1 year11.2815.6872%
Returns for 3 years7.1053.4413%
Returns for 5 years47.4361.5377%
Returns for 10 years131.96109.29121%
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