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MLCPX vs MLPMX
MLCPX vs MLPMX Comparison Chart in %
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MLCPX vs. MLPMX commentary
Sep 18, 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 Buy.
FUNDAMENTALS
Fundamentals
MLCPX has more cash in the bank: 799M vs. MLPMX (292M). MLPMX pays higher dividends than MLCPX: MLPMX (6.53) vs MLCPX (5.18). 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 : 10.90 vs. MLCPX (7.72). MLPMX return over 5 years is better than : 374.44 vs. MLCPX (257.55).
| 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 | 0.392 | 1.276 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 799M | 292M | 274% |
| Annual Yield % from dividends | 5.18 | 6.53 | 79% |
| Returns for 1 year | 7.72 | 10.90 | 71% |
| Returns for 3 years | 65.08 | 87.23 | 75% |
| Returns for 5 years | 257.55 | 374.44 | 69% |
| Returns for 10 years | 67.28 | 60.18 | 112% |
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