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NEXTX vs PEMGX
NEXTX vs PEMGX Comparison
Open Charts NEXTX vs PEMGX
Shelton Sustainable Equity Investor
Price$37.05
Change+$0.76 (+2.09%)
VolumeN/A
Net Assets73.05M
NEXTX vs PEMGX Comparison Chart in %
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NEXTX vs. PEMGX 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 PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.5B vs. NEXTX (73.1M). NEXTX pays higher dividends than PEMGX: NEXTX (0.19) vs PEMGX (0.00). NEXTX was incepted earlier than PEMGX: NEXTX (13 years) vs PEMGX (21 years). NEXTX (1.26) is less costly to investors than PEMGX (0.91). NEXTX is a more actively managed with annual turnover of: 21.00 vs. PEMGX (13.70). NEXTX (1000) and PEMGX (1000) have matching initial minimum investment requirements. NEXTX annual gain was more profitable for investors over the last year : 19.52 vs. PEMGX (-11.39). PEMGX return over 5 years is better than : 11.73 vs. NEXTX (-22.50).
| NEXTX | PEMGX | NEXTX / PEMGX | |
| Total Expense Ratio | 1.26 | 0.91 | 138% |
| Annual Report Gross Expense Ratio | 1.26 | 0.91 | 138% |
| Fund Existence | 13 years | 21 years | - |
| Gain YTD | 8.971 | -2.946 | -304% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.1M | 29.5B | 0% |
| Annual Yield % from dividends | 0.19 | 0.00 | - |
| Returns for 1 year | 19.52 | -11.39 | -171% |
| Returns for 3 years | 11.49 | 20.37 | 56% |
| Returns for 5 years | -22.50 | 11.73 | -192% |
| Returns for 10 years | 196.82 | 115.63 | 170% |
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