NEXTX
Price
$34.23
Change
+$0.37 (+1.09%)
Updated
Jul 3 closing price
Net Assets
80.54M
PMBJX
Price
$43.69
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
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NEXTX vs PMBJX

Header iconNEXTX vs PMBJX Comparison
Open Charts NEXTX vs PMBJXBanner chart's image
Shelton Sustainable Equity Investor
Price$34.23
Change+$0.37 (+1.09%)
VolumeN/A
Net Assets80.54M
Principal MidCap J
Price$43.69
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
NEXTX vs PMBJX Comparison Chart in %
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NEXTX vs. PMBJX commentary
Jul 07, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 32.3B vs. NEXTX (80.5M). NEXTX pays higher dividends than PMBJX: NEXTX (0.18) vs PMBJX (0.06). NEXTX was incepted earlier than PMBJX: NEXTX (12 years) vs PMBJX (24 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. PMBJX annual gain was more profitable for investors over the last year : 15.26 vs. NEXTX (11.28). PMBJX return over 5 years is better than : 58.39 vs. NEXTX (47.43).
NEXTXPMBJXNEXTX / PMBJX
Total Expense Ratio1.250.78160%
Annual Report Gross Expense Ratio1.250.78160%
Fund Existence12 years24 years-
Gain YTD11.8637.057168%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets80.5M32.3B0%
Annual Yield % from dividends0.180.06322%
Returns for 1 year11.2815.2674%
Returns for 3 years7.1051.7914%
Returns for 5 years47.4358.3981%
Returns for 10 years131.96100.46131%
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