NEXTX
Price
$35.07
Change
+$0.36 (+1.04%)
Updated
Sep 26 closing price
Net Assets
75.45M
PMBCX
Price
$36.77
Change
+$0.28 (+0.77%)
Updated
Sep 26 closing price
Net Assets
33.04B
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NEXTX vs PMBCX

Header iconNEXTX vs PMBCX Comparison
Open Charts NEXTX vs PMBCXBanner chart's image
Shelton Sustainable Equity Investor
Price$35.07
Change+$0.36 (+1.04%)
VolumeN/A
Net Assets75.45M
Principal MidCap C
Price$36.77
Change+$0.28 (+0.77%)
VolumeN/A
Net Assets33.04B
NEXTX vs PMBCX Comparison Chart in %
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NEXTX vs. PMBCX commentary
Sep 29, 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 PMBCX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 33B vs. NEXTX (75.5M). NEXTX pays higher dividends than PMBCX: NEXTX (0.18) 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 : 7.20 vs. PMBCX (0.96). PMBCX return over 5 years is better than : 37.51 vs. NEXTX (24.07).
NEXTXPMBCXNEXTX / PMBCX
Total Expense Ratio1.251.7571%
Annual Report Gross Expense Ratio1.251.7571%
Fund Existence13 years19 years-
Gain YTD14.6084.758307%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets75.5M33B0%
Annual Yield % from dividends0.180.00-
Returns for 1 year7.200.96749%
Returns for 3 years11.6749.2924%
Returns for 5 years24.0737.5164%
Returns for 10 years181.0691.71197%
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