Ad is loading...
PELNX vs SHLMX
PELNX vs SHLMX Comparison
Open Charts PELNX vs SHLMX
PIMCO Emerging Mkts Lcl Ccy and Bd I-3
Price$5.91
Change+$0.01 (+0.17%)
VolumeN/A
Net Assets1.4B
Virtus Stone Harbor Local Markets I
Price$8.51
Change+$0.03 (+0.35%)
VolumeN/A
Net Assets14.3M
PELNX vs SHLMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PELNX vs. SHLMX commentary
May 03, 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: 1.4B vs. SHLMX (14.3M). PELNX pays higher dividends than SHLMX: PELNX (6.93) 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 : 9.77 vs. SHLMX (5.21). PELNX return over 5 years is better than : 29.92 vs. SHLMX (9.28).
| 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 | 8.250 | 7.342 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 14.3M | 9,776% |
| Annual Yield % from dividends | 6.93 | 0.00 | - |
| Returns for 1 year | 9.77 | 5.21 | 188% |
| Returns for 3 years | 29.18 | 15.06 | 194% |
| Returns for 5 years | 29.92 | 9.28 | 322% |
| Returns for 10 years | N/A | 2.07 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...