Ad is loading...
OEMNX vs SHLMX
OEMNX vs SHLMX Comparison
Open Charts OEMNX vs SHLMX
Invesco Emerging Markets Local Debt R
Price$5.29
Change+$0.03 (+0.57%)
VolumeN/A
Net Assets81.41M
Virtus Stone Harbor Local Markets I
Price$8.51
Change+$0.03 (+0.35%)
VolumeN/A
Net Assets14.3M
OEMNX vs SHLMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OEMNX vs. SHLMX commentary
May 03, 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: 81.4M vs. SHLMX (14.3M). 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 : 5.99 vs. SHLMX (5.21). SHLMX (9.28) and OEMNX (9.24) have equivalent 5 years return.
| 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 | 6.942 | 7.342 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.4M | 14.3M | 569% |
| Annual Yield % from dividends | 6.53 | 0.00 | - |
| Returns for 1 year | 5.99 | 5.21 | 115% |
| Returns for 3 years | 15.29 | 15.06 | 102% |
| Returns for 5 years | 9.24 | 9.28 | 100% |
| Returns for 10 years | 12.98 | 2.07 | 626% |
View a ticker or compare two or three
VS
VS
Ad is loading...