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NEXTX vs PCBIX
NEXTX vs PCBIX Comparison
Open Charts NEXTX vs PCBIX
Shelton Sustainable Equity Investor
Price$34.66
Change-$0.09 (-0.26%)
VolumeN/A
Net Assets70.4M
Principal MidCap Institutional
Price$43.55
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets31.17B
NEXTX vs PCBIX Comparison Chart in %
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NEXTX vs. PCBIX commentary
Dec 28, 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 Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 31.2B vs. NEXTX (70.4M). 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: 21.00 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 : 11.31 vs. PCBIX (-4.25). PCBIX return over 5 years is better than : 21.92 vs. NEXTX (-20.92).
| 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 | 13.268 | -2.289 | -580% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 70.4M | 31.2B | 0% |
| Annual Yield % from dividends | 0.17 | 0.12 | 142% |
| Returns for 1 year | 11.31 | -4.25 | -266% |
| Returns for 3 years | 12.82 | 40.26 | 32% |
| Returns for 5 years | -20.92 | 21.92 | -95% |
| Returns for 10 years | 135.81 | 108.80 | 125% |
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