NEXTX
Price
$34.43
Change
+$0.18 (+0.53%)
Updated
Sep 8 closing price
Net Assets
75.97M
PEMGX
Price
$46.00
Change
+$0.41 (+0.90%)
Updated
Sep 8 closing price
Net Assets
33.05B
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NEXTX vs PEMGX

Header iconNEXTX vs PEMGX Comparison
Open Charts NEXTX vs PEMGXBanner chart's image
Shelton Sustainable Equity Investor
Price$34.43
Change+$0.18 (+0.53%)
VolumeN/A
Net Assets75.97M
Principal MidCap A
Price$46.00
Change+$0.41 (+0.90%)
VolumeN/A
Net Assets33.05B
NEXTX vs PEMGX Comparison Chart in %
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NEXTX vs. PEMGX commentary
Sep 09, 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 PEMGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33B vs. NEXTX (76M). NEXTX pays higher dividends than PEMGX: NEXTX (0.18) vs PEMGX (0.00). NEXTX was incepted earlier than PEMGX: NEXTX (13 years) vs PEMGX (20 years). NEXTX (1.25) is less costly to investors than PEMGX (0.91). NEXTX is a more actively managed with annual turnover of: 26.00 vs. PEMGX (10.50). NEXTX (1000) and PEMGX (1000) have matching initial minimum investment requirements. NEXTX annual gain was more profitable for investors over the last year : 12.22 vs. PEMGX (11.11). PEMGX return over 5 years is better than : 48.43 vs. NEXTX (27.63).
NEXTXPEMGXNEXTX / PEMGX
Total Expense Ratio1.250.91137%
Annual Report Gross Expense Ratio1.250.91137%
Fund Existence13 years20 years-
Gain YTD12.5167.931158%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets76M33B0%
Annual Yield % from dividends0.180.00-
Returns for 1 year12.2211.11110%
Returns for 3 years-3.7040.72-9%
Returns for 5 years27.6348.4357%
Returns for 10 years158.43111.98141%
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