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NEXTX vs PMBCX
NEXTX vs PMBCX Comparison
Open Charts NEXTX vs PMBCX
Shelton Sustainable Equity Investor
Price$33.89
Change+$0.08 (+0.24%)
VolumeN/A
Net Assets75.25M
NEXTX vs PMBCX Comparison Chart in %
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NEXTX vs. PMBCX commentary
Aug 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 Buy and PMBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32.5B vs. NEXTX (75.3M). NEXTX pays higher dividends than PMBCX: NEXTX (0.18) vs PMBCX (0.00). NEXTX was incepted earlier than PMBCX: NEXTX (12 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. PMBCX (7.39) and NEXTX (7.12) have marching annual gain over last year. PMBCX return over 5 years is better than : 34.24 vs. NEXTX (22.93).
| NEXTX | PMBCX | NEXTX / PMBCX | |
| Total Expense Ratio | 1.25 | 1.75 | 71% |
| Annual Report Gross Expense Ratio | 1.25 | 1.75 | 71% |
| Fund Existence | 12 years | 19 years | - |
| Gain YTD | 10.752 | 5.214 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.3M | 32.5B | 0% |
| Annual Yield % from dividends | 0.18 | 0.00 | - |
| Returns for 1 year | 7.12 | 7.39 | 96% |
| Returns for 3 years | -9.58 | 24.89 | -38% |
| Returns for 5 years | 22.93 | 34.24 | 67% |
| Returns for 10 years | 137.23 | 68.94 | 199% |
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