NEXTX
Price
$37.05
Change
+$0.76 (+2.09%)
Updated
Feb 3 closing price
Net Assets
73.05M
PCBIX
Price
$41.56
Change
-$4.83 (-10.41%)
Updated
Feb 3 closing price
Net Assets
29.47B
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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$37.05
Change+$0.76 (+2.09%)
VolumeN/A
Net Assets73.05M
Principal MidCap Institutional
Price$41.56
Change-$4.83 (-10.41%)
VolumeN/A
Net Assets29.47B
NEXTX vs PCBIX Comparison Chart in %
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NEXTX vs. PCBIX commentary
Feb 05, 2026

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 Hold.

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FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 29.5B vs. NEXTX (73.1M). NEXTX pays higher dividends than PCBIX: NEXTX (0.19) vs PCBIX (0.00). NEXTX was incepted earlier than PCBIX: NEXTX (13 years) vs PCBIX (25 years). NEXTX (1.26) is less costly to investors than PCBIX (0.67). NEXTX is a more actively managed with annual turnover of: 21.00 vs. PCBIX (13.70). 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 : 19.52 vs. PCBIX (-10.93). PCBIX return over 5 years is better than : 14.21 vs. NEXTX (-22.50).
NEXTXPCBIXNEXTX / PCBIX
Total Expense Ratio1.260.67188%
Annual Report Gross Expense Ratio1.260.67188%
Fund Existence13 years25 years-
Gain YTD8.971-2.920-307%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets73.1M29.5B0%
Annual Yield % from dividends0.190.00-
Returns for 1 year19.52-10.93-179%
Returns for 3 years11.4921.9052%
Returns for 5 years-22.5014.21-158%
Returns for 10 years196.82124.71158%
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