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MLCPX vs MLPMX
MLCPX vs MLPMX Comparison Chart
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MLCPX vs. MLPMX commentary
Jun 14, 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: 833M vs. MLPMX (305M). MLPMX pays higher dividends than MLCPX: MLPMX (6.44) vs MLCPX (5.24). 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 : 25.59 vs. MLCPX (19.17). MLPMX return over 5 years is better than : 327.01 vs. MLCPX (215.19).
| 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 | 2.189 | 3.232 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 833M | 305M | 273% |
| Annual Yield % from dividends | 5.24 | 6.44 | 81% |
| Returns for 1 year | 19.17 | 25.59 | 75% |
| Returns for 3 years | 78.54 | 106.60 | 74% |
| Returns for 5 years | 215.19 | 327.01 | 66% |
| Returns for 10 years | 42.56 | 19.79 | 215% |
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