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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$6.01
Change-$0.01 (-0.17%)
VolumeN/A
Net Assets1.65B
Virtus Stone Harbor Local Markets I
Price$8.68
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets18.63M
PELNX vs SHLMX Comparison Chart
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PELNX vs. SHLMX commentary
Jun 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: 1.65B vs. SHLMX (18.6M). PELNX pays higher dividends than SHLMX: PELNX (6.91) 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 : 12.25 vs. SHLMX (7.56). PELNX return over 5 years is better than : 20.27 vs. SHLMX (1.05).
| 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 | 10.924 | 9.873 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.65B | 18.6M | 8,860% |
| Annual Yield % from dividends | 6.91 | 0.00 | - |
| Returns for 1 year | 12.25 | 7.56 | 162% |
| Returns for 3 years | 30.31 | 16.20 | 187% |
| Returns for 5 years | 20.27 | 1.05 | 1,935% |
| Returns for 10 years | N/A | 8.56 | - |
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