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NEXTX vs PMBMX
NEXTX vs PMBMX Comparison
Open Charts NEXTX vs PMBMX
Shelton Sustainable Equity Investor
Price$34.43
Change+$0.18 (+0.53%)
VolumeN/A
Net Assets75.97M
NEXTX vs PMBMX Comparison Chart in %
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NEXTX vs. PMBMX commentary
Sep 09, 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 PMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 33B vs. NEXTX (76M). NEXTX pays higher dividends than PMBMX: NEXTX (0.18) vs PMBMX (0.02). NEXTX was incepted earlier than PMBMX: NEXTX (13 years) vs PMBMX (25 years). NEXTX (1.25) is less costly to investors than PMBMX (1.14). NEXTX is a more actively managed with annual turnover of: 26.00 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than NEXTX: PMBMX (0) vs NEXTX (1000). NEXTX annual gain was more profitable for investors over the last year : 12.22 vs. PMBMX (10.69). PMBMX return over 5 years is better than : 45.86 vs. NEXTX (27.63).
| NEXTX | PMBMX | NEXTX / PMBMX | |
| Total Expense Ratio | 1.25 | 1.14 | 110% |
| Annual Report Gross Expense Ratio | 1.25 | 1.14 | 110% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 12.516 | 7.736 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76M | 33B | 0% |
| Annual Yield % from dividends | 0.18 | 0.02 | 835% |
| Returns for 1 year | 12.22 | 10.69 | 114% |
| Returns for 3 years | -3.70 | 39.30 | -9% |
| Returns for 5 years | 27.63 | 45.86 | 60% |
| Returns for 10 years | 158.43 | 105.32 | 150% |
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