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OEMNX vs SHLMX
OEMNX vs SHLMX Comparison
Open Charts OEMNX vs SHLMX
Invesco Emerging Markets Local Debt R
Price$5.34
Change+$0.04 (+0.75%)
VolumeN/A
Net Assets82.02M
Virtus Stone Harbor Local Markets I
Price$8.61
Change+$0.06 (+0.70%)
VolumeN/A
Net Assets18.38M
OEMNX vs SHLMX Comparison Chart
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OEMNX vs. SHLMX commentary
May 25, 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 OEMNX is a Hold and SHLMX is a Hold.
FUNDAMENTALS
Fundamentals
OEMNX has more cash in the bank: 82M vs. SHLMX (18.4M). OEMNX pays higher dividends than SHLMX: OEMNX (6.53) vs SHLMX (0.00). OEMNX was incepted earlier than SHLMX: OEMNX (15 years) vs SHLMX (15 years). OEMNX (1.76) is less costly to investors than SHLMX (1.65). SHLMX is a more actively managed with annual turnover of: 133.00 vs. OEMNX (99.00). OEMNX has a lower initial minimum investment than SHLMX: OEMNX (1000) vs SHLMX (100000). OEMNX annual gain was more profitable for investors over the last year : 6.00 vs. SHLMX (5.39). OEMNX return over 5 years is better than : 6.73 vs. SHLMX (5.64).
| OEMNX | SHLMX | OEMNX / SHLMX | |
| Total Expense Ratio | 1.48 | 1.00 | 148% |
| Annual Report Gross Expense Ratio | 1.76 | 1.65 | 107% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 8.569 | 8.987 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82M | 18.4M | 446% |
| Annual Yield % from dividends | 6.53 | 0.00 | - |
| Returns for 1 year | 6.00 | 5.39 | 111% |
| Returns for 3 years | 15.56 | 15.73 | 99% |
| Returns for 5 years | 6.73 | 5.64 | 119% |
| Returns for 10 years | 16.16 | 5.24 | 308% |
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