Interact to see
Advertisement
Advertisement
NEXTX vs PMBJX
NEXTX vs PMBJX Comparison
Open Charts NEXTX vs PMBJX
Shelton Sustainable Equity Investor
Price$35.40
Change+$0.47 (+1.35%)
VolumeN/A
Net Assets72.59M
NEXTX vs PMBJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NEXTX vs. PMBJX commentary
Dec 13, 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 PMBJX is a Hold.
FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 29.8B vs. NEXTX (72.6M). NEXTX pays higher dividends than PMBJX: NEXTX (0.17) vs PMBJX (0.06). NEXTX was incepted earlier than PMBJX: NEXTX (13 years) vs PMBJX (25 years). NEXTX (1.25) is less costly to investors than PMBJX (0.78). NEXTX is a more actively managed with annual turnover of: 26.00 vs. PMBJX (10.50). NEXTX (1000) and PMBJX (1000) have matching initial minimum investment requirements. NEXTX annual gain was more profitable for investors over the last year : 7.06 vs. PMBJX (-11.31). PMBJX return over 5 years is better than : 20.70 vs. NEXTX (-12.64).
| NEXTX | PMBJX | NEXTX / PMBJX | |
| Total Expense Ratio | 1.25 | 0.78 | 160% |
| Annual Report Gross Expense Ratio | 1.25 | 0.78 | 160% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 15.686 | -3.284 | -478% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.6M | 29.8B | 0% |
| Annual Yield % from dividends | 0.17 | 0.06 | 301% |
| Returns for 1 year | 7.06 | -11.31 | -62% |
| Returns for 3 years | 8.50 | 28.35 | 30% |
| Returns for 5 years | -12.64 | 20.70 | -61% |
| Returns for 10 years | 158.84 | 91.84 | 173% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| JUNZ | 33.68 | 0.28 | +0.83% |
| TrueShares Structured Outcome June ETF | |||
| THIR | 32.74 | 0.22 | +0.67% |
| THOR Index Rotation ETF | |||
| NPFD | 19.54 | N/A | N/A |
| Nuveen Variable Rate Preferred & Income Fund | |||
| KLIP | 31.06 | -0.12 | -0.38% |
| KraneShares KWEB Covered Call Strat ETF | |||
| TECL | 128.68 | -2.16 | -1.65% |
| Direxion Daily Technology Bull 3X ETF | |||