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MLCPX vs MLPMX
MLCPX vs MLPMX Comparison Chart
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MLCPX vs. MLPMX commentary
May 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 MLCPX is a Buy and MLPMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MLCPX has more cash in the bank: 792M vs. MLPMX (299M). MLPMX pays higher dividends than MLCPX: MLPMX (6.35) vs MLCPX (5.31). MLCPX was incepted earlier than MLPMX: MLCPX (11 years) vs MLPMX (13 years). MLCPX (12.21) is less costly to investors than MLPMX (8.81). MLPMX is a more actively managed with annual turnover of: 26.00 vs. MLCPX (15.31). MLPMX has a lower initial minimum investment than MLCPX: MLPMX (1000) vs MLCPX (2500). MLPMX annual gain was more profitable for investors over the last year : 17.62 vs. MLCPX (12.89). MLPMX return over 5 years is better than : 322.24 vs. MLCPX (218.59).
| MLCPX | MLPMX | MLCPX / MLPMX | |
| Total Expense Ratio | 12.21 | 8.81 | 139% |
| Annual Report Gross Expense Ratio | 12.21 | 8.81 | 139% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | -4.087 | -4.585 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 792M | 299M | 265% |
| Annual Yield % from dividends | 5.31 | 6.35 | 84% |
| Returns for 1 year | 12.89 | 17.62 | 73% |
| Returns for 3 years | 58.27 | 76.74 | 76% |
| Returns for 5 years | 218.59 | 322.24 | 68% |
| Returns for 10 years | 31.46 | 7.63 | 413% |
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