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NEXTX vs PCBIX
NEXTX vs PCBIX Comparison
Open Charts NEXTX vs PCBIX
Shelton Sustainable Equity Investor
Price$34.81
Change-$0.77 (-2.16%)
VolumeN/A
Net Assets74.53M
Principal MidCap Institutional
Price$45.20
Change-$0.72 (-1.57%)
VolumeN/A
Net Assets31.99B
NEXTX vs PCBIX Comparison Chart in %
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NEXTX vs. PCBIX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32B vs. NEXTX (74.5M). 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 : 8.82 vs. PCBIX (-4.65). PCBIX return over 5 years is better than : 33.05 vs. NEXTX (0.25).
| NEXTX | PCBIX | NEXTX / PCBIX | |
| Total Expense Ratio | 1.25 | 0.67 | 187% |
| Annual Report Gross Expense Ratio | 1.25 | 0.67 | 187% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 16.275 | 3.029 | 537% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.5M | 32B | 0% |
| Annual Yield % from dividends | 0.17 | 0.12 | 135% |
| Returns for 1 year | 8.82 | -4.65 | -190% |
| Returns for 3 years | 7.52 | 35.68 | 21% |
| Returns for 5 years | 0.25 | 33.05 | 1% |
| Returns for 10 years | 170.05 | 111.81 | 152% |
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