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PELCX vs SHLMX
PELCX vs SHLMX Comparison
Open Charts PELCX vs SHLMX
PIMCO Emerging Mkts Lcl Ccy and Bd C
Price$6.22
Change+$0.06 (+0.97%)
VolumeN/A
Net Assets2.4B
Virtus Stone Harbor Local Markets I
Price$9.07
Change+$0.04 (+0.44%)
VolumeN/A
Net Assets21.88M
PELCX vs SHLMX Comparison Chart in %
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PELCX 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 PELCX is a Hold and SHLMX is a Hold.
FUNDAMENTALS
Fundamentals
PELCX has more cash in the bank: 2.4B vs. SHLMX (21.9M). PELCX pays higher dividends than SHLMX: PELCX (5.81) vs SHLMX (0.00). PELCX was incepted earlier than SHLMX: PELCX (18 years) vs SHLMX (15 years). PELCX (2.75) is less costly to investors than SHLMX (1.65). PELCX is a more actively managed with annual turnover of: 135.00 vs. SHLMX (78.00). PELCX has a lower initial minimum investment than SHLMX: PELCX (1000) vs SHLMX (100000). PELCX annual gain was more profitable for investors over the last year : 10.97 vs. SHLMX (6.61). PELCX return over 5 years is better than : 18.23 vs. SHLMX (5.00).
| PELCX | SHLMX | PELCX / SHLMX | |
| Total Expense Ratio | 2.75 | 1.00 | 275% |
| Annual Report Gross Expense Ratio | 2.75 | 1.65 | 167% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 15.475 | 14.304 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.4B | 21.9M | 10,968% |
| Annual Yield % from dividends | 5.81 | 0.00 | - |
| Returns for 1 year | 10.97 | 6.61 | 166% |
| Returns for 3 years | 34.87 | 22.69 | 154% |
| Returns for 5 years | 18.23 | 5.00 | 365% |
| Returns for 10 years | 42.25 | 25.82 | 164% |
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