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PELNX vs SHLMX
PELNX vs SHLMX Comparison
Open Charts PELNX vs SHLMX
PIMCO Emerging Mkts Lcl Ccy and Bd I-3
Price$6.14
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.06B
Virtus Stone Harbor Local Markets I
Price$8.86
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets25.57M
PELNX vs SHLMX Comparison Chart in %
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PELNX vs. SHLMX commentary
Jul 11, 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 PELNX is a Hold and SHLMX is a Hold.
FUNDAMENTALS
Fundamentals
PELNX has more cash in the bank: 2.06B vs. SHLMX (25.6M). PELNX pays higher dividends than SHLMX: PELNX (6.78) vs SHLMX (0.00). PELNX was incepted earlier than SHLMX: PELNX (7 years) vs SHLMX (15 years). PELNX (2.22) is less costly to investors than SHLMX (1.65). PELNX (135.00) and SHLMX (133.00) have comparable annual turnover. SHLMX has a lower initial minimum investment than PELNX: SHLMX (100000) vs PELNX (1000000). PELNX annual gain was more profitable for investors over the last year : 14.32 vs. SHLMX (8.58). PELNX return over 5 years is better than : 24.90 vs. SHLMX (4.60).
| PELNX | SHLMX | PELNX / SHLMX | |
| Total Expense Ratio | 2.17 | 1.00 | 217% |
| Annual Report Gross Expense Ratio | 2.22 | 1.65 | 135% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 13.903 | 12.152 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 25.6M | 8,059% |
| Annual Yield % from dividends | 6.78 | 0.00 | - |
| Returns for 1 year | 14.32 | 8.58 | 167% |
| Returns for 3 years | 42.71 | 25.32 | 169% |
| Returns for 5 years | 24.90 | 4.60 | 541% |
| Returns for 10 years | N/A | 10.81 | - |
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