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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$6.22
Change+$0.03 (+0.48%)
VolumeN/A
Net Assets2.4B
Virtus Stone Harbor Local Markets I
Price$9.07
Change+$0.04 (+0.44%)
VolumeN/A
Net Assets21.88M
PELNX vs SHLMX Comparison Chart in %
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PELNX vs. SHLMX commentary
Sep 09, 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: 2.4B vs. SHLMX (21.9M). PELNX pays higher dividends than SHLMX: PELNX (6.76) vs SHLMX (0.00). PELNX was incepted earlier than SHLMX: PELNX (7 years) vs SHLMX (15 years). PELNX (1.80) is less costly to investors than SHLMX (1.65). PELNX is a more actively managed with annual turnover of: 135.00 vs. SHLMX (78.00). 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 : 12.09 vs. SHLMX (6.61). PELNX return over 5 years is better than : 24.34 vs. SHLMX (5.00).
| PELNX | SHLMX | PELNX / SHLMX | |
| Total Expense Ratio | 1.75 | 1.00 | 175% |
| Annual Report Gross Expense Ratio | 1.80 | 1.65 | 109% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 16.243 | 14.304 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.4B | 21.9M | 10,968% |
| Annual Yield % from dividends | 6.76 | 0.00 | - |
| Returns for 1 year | 12.09 | 6.61 | 183% |
| Returns for 3 years | 38.99 | 22.69 | 172% |
| Returns for 5 years | 24.34 | 5.00 | 487% |
| Returns for 10 years | N/A | 25.82 | - |
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