NEXTX
Price
$34.81
Change
-$0.77 (-2.16%)
Updated
Nov 13 closing price
Net Assets
74.53M
PMBCX
Price
$35.27
Change
-$0.56 (-1.56%)
Updated
Nov 13 closing price
Net Assets
31.99B
Interact to see
Advertisement

NEXTX vs PMBCX

Header iconNEXTX vs PMBCX Comparison
Open Charts NEXTX vs PMBCXBanner chart's image
Shelton Sustainable Equity Investor
Price$34.81
Change-$0.77 (-2.16%)
VolumeN/A
Net Assets74.53M
Principal MidCap C
Price$35.27
Change-$0.56 (-1.56%)
VolumeN/A
Net Assets31.99B
NEXTX vs PMBCX Comparison Chart in %
View a ticker or compare two or three
VS
NEXTX vs. PMBCX commentary
Nov 14, 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 Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32B vs. NEXTX (74.5M). 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 : 8.82 vs. PMBCX (-6.40). PMBCX return over 5 years is better than : 21.54 vs. NEXTX (0.25).
NEXTXPMBCXNEXTX / PMBCX
Total Expense Ratio1.251.7571%
Annual Report Gross Expense Ratio1.251.7571%
Fund Existence13 years19 years-
Gain YTD16.2752.080783%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets74.5M32B0%
Annual Yield % from dividends0.170.00-
Returns for 1 year8.82-6.40-138%
Returns for 3 years7.5228.7026%
Returns for 5 years0.2521.541%
Returns for 10 years170.0577.64219%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
IAK133.451.17
+0.88%
iShares US Insurance ETF
CGIC32.040.22
+0.69%
Capital Group International Cor Eq ETF
RWM16.730.05
+0.30%
ProShares Short Russell2000
IGF62.490.13
+0.21%
iShares Global Infrastructure ETF
QTAP44.140.01
+0.02%
Innovator Growth-100 Acltd Ps ETF™ April