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NEXTX vs PMBCX
NEXTX vs PMBCX Comparison
Open Charts NEXTX vs PMBCX
Shelton Sustainable Equity Investor
Price$37.05
Change+$0.76 (+2.09%)
VolumeN/A
Net Assets73.05M
NEXTX vs PMBCX Comparison Chart in %
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NEXTX vs. PMBCX 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 PMBCX is a Hold.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 29.5B vs. NEXTX (73.1M). NEXTX pays higher dividends than PMBCX: NEXTX (0.19) 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 (1.26). NEXTX is a more actively managed with annual turnover of: 21.00 vs. PMBCX (13.70). NEXTX (1000) and PMBCX (1000) have matching initial minimum investment requirements. NEXTX annual gain was more profitable for investors over the last year : 19.52 vs. PMBCX (-13.29). PMBCX return over 5 years is better than : 2.81 vs. NEXTX (-22.50).
| NEXTX | PMBCX | NEXTX / PMBCX | |
| Total Expense Ratio | 1.26 | 1.75 | 72% |
| Annual Report Gross Expense Ratio | 1.26 | 1.75 | 72% |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 8.971 | -3.016 | -297% |
| Front Load | N/A | N/A | - |
| 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 | -13.29 | -147% |
| Returns for 3 years | 11.49 | 14.54 | 79% |
| Returns for 5 years | -22.50 | 2.81 | -801% |
| Returns for 10 years | 196.82 | 86.47 | 228% |
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