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PELBX vs SHLMX
PELBX vs SHLMX Comparison
Open Charts PELBX vs SHLMX
PIMCO Emerging Mkts Lcl Ccy and Bd Instl
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
PELBX vs SHLMX Comparison Chart in %
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PELBX 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 PELBX is a Hold and SHLMX is a Hold.
FUNDAMENTALS
Fundamentals
PELBX has more cash in the bank: 2.29B vs. SHLMX (25.7M). PELBX pays higher dividends than SHLMX: PELBX (7.01) vs SHLMX (0.00). PELBX was incepted earlier than SHLMX: PELBX (19 years) vs SHLMX (15 years). PELBX (2.02) is less costly to investors than SHLMX (1.65). PELBX (135.00) and SHLMX (133.00) have comparable annual turnover. SHLMX has a lower initial minimum investment than PELBX: SHLMX (100000) vs PELBX (1000000). PELBX annual gain was more profitable for investors over the last year : 13.23 vs. SHLMX (7.33). PELBX return over 5 years is better than : 24.90 vs. SHLMX (4.57).
| PELBX | SHLMX | PELBX / SHLMX | |
| Total Expense Ratio | 2.02 | 1.00 | 202% |
| Annual Report Gross Expense Ratio | 2.02 | 1.65 | 122% |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 14.850 | 13.038 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.29B | 25.7M | 8,899% |
| Annual Yield % from dividends | 7.01 | 0.00 | - |
| Returns for 1 year | 13.23 | 7.33 | 180% |
| Returns for 3 years | 34.02 | 17.65 | 193% |
| Returns for 5 years | 24.90 | 4.57 | 545% |
| Returns for 10 years | 49.26 | 18.47 | 267% |
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