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NEXTX vs PMBCX
NEXTX vs PMBCX Comparison
Open Charts NEXTX vs PMBCX
Shelton Sustainable Equity Investor
Price$36.08
Change-$0.40 (-1.10%)
VolumeN/A
Net Assets76.66M
NEXTX vs PMBCX Comparison Chart in %
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NEXTX vs. PMBCX commentary
Oct 19, 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 Hold and PMBCX is a Buy.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 31.9B vs. NEXTX (76.7M). NEXTX pays higher dividends than PMBCX: NEXTX (0.17) vs PMBCX (0.00). NEXTX was incepted earlier than PMBCX: NEXTX (13 years) vs PMBCX (19 years). PMBCX (1.75) is less costly to investors than NEXTX (1.25). NEXTX is a more actively managed with annual turnover of: 26.00 vs. PMBCX (10.50). NEXTX (1000) and PMBCX (1000) have matching initial minimum investment requirements. NEXTX annual gain was more profitable for investors over the last year : 10.22 vs. PMBCX (-4.45). PMBCX return over 5 years is better than : 25.71 vs. NEXTX (5.25).
| NEXTX | PMBCX | NEXTX / PMBCX | |
| Total Expense Ratio | 1.25 | 1.75 | 71% |
| Annual Report Gross Expense Ratio | 1.25 | 1.75 | 71% |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 17.909 | 1.538 | 1,164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.7M | 31.9B | 0% |
| Annual Yield % from dividends | 0.17 | 0.00 | - |
| Returns for 1 year | 10.22 | -4.45 | -230% |
| Returns for 3 years | 24.44 | 42.56 | 57% |
| Returns for 5 years | 5.25 | 25.71 | 20% |
| Returns for 10 years | 162.49 | 73.94 | 220% |
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