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OEMNX vs SHLMX
OEMNX vs SHLMX Comparison
Open Charts OEMNX vs SHLMX
Invesco Emerging Markets Local Debt R
Price$5.47
Change+$0.02 (+0.37%)
VolumeN/A
Net Assets88.13M
Virtus Stone Harbor Local Markets I
Price$9.07
Change+$0.04 (+0.44%)
VolumeN/A
Net Assets21.88M
OEMNX vs SHLMX Comparison Chart in %
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OEMNX vs. SHLMX commentary
Sep 10, 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: 88.1M vs. SHLMX (21.9M). OEMNX pays higher dividends than SHLMX: OEMNX (5.55) 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). OEMNX is a more actively managed with annual turnover of: 99.00 vs. SHLMX (78.00). OEMNX has a lower initial minimum investment than SHLMX: OEMNX (1000) vs SHLMX (100000). SHLMX annual gain was more profitable for investors over the last year : 6.61 vs. OEMNX (5.95). OEMNX (5.10) and SHLMX (5.00) 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 | 12.212 | 14.304 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.1M | 21.9M | 402% |
| Annual Yield % from dividends | 5.55 | 0.00 | - |
| Returns for 1 year | 5.95 | 6.61 | 90% |
| Returns for 3 years | 24.07 | 22.69 | 106% |
| Returns for 5 years | 5.10 | 5.00 | 102% |
| Returns for 10 years | 29.52 | 25.82 | 114% |
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