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PELAX vs SHLMX
PELAX vs SHLMX Comparison
Open Charts PELAX vs SHLMX
PIMCO Emerging Mkts Lcl Ccy and Bd A
Price$6.18
Change+$0.03 (+0.49%)
VolumeN/A
Net Assets2.29B
Virtus Stone Harbor Local Markets I
Price$8.97
Change+$0.04 (+0.45%)
VolumeN/A
Net Assets25.68M
PELAX vs SHLMX Comparison Chart in %
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PELAX vs. SHLMX commentary
Aug 14, 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 PELAX is a Hold and SHLMX is a Hold.
FUNDAMENTALS
Fundamentals
PELAX has more cash in the bank: 2.29B vs. SHLMX (25.7M). PELAX pays higher dividends than SHLMX: PELAX (6.62) vs SHLMX (0.00). PELAX was incepted earlier than SHLMX: PELAX (18 years) vs SHLMX (15 years). PELAX (2.42) is less costly to investors than SHLMX (1.65). PELAX (135.00) and SHLMX (133.00) have comparable annual turnover. PELAX has a lower initial minimum investment than SHLMX: PELAX (1000) vs SHLMX (100000). PELAX annual gain was more profitable for investors over the last year : 12.78 vs. SHLMX (7.33). PELAX return over 5 years is better than : 22.40 vs. SHLMX (4.57).
| PELAX | SHLMX | PELAX / SHLMX | |
| Total Expense Ratio | 2.42 | 1.00 | 242% |
| Annual Report Gross Expense Ratio | 2.42 | 1.65 | 147% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 14.582 | 13.038 | 112% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.29B | 25.7M | 8,899% |
| Annual Yield % from dividends | 6.62 | 0.00 | - |
| Returns for 1 year | 12.78 | 7.33 | 174% |
| Returns for 3 years | 32.41 | 17.65 | 184% |
| Returns for 5 years | 22.40 | 4.57 | 491% |
| Returns for 10 years | 43.27 | 18.47 | 234% |
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