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MLCPX vs MLPMX
MLCPX vs MLPMX Comparison Chart in %
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MLCPX vs. MLPMX commentary
Oct 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: 762M vs. MLPMX (281M). MLPMX pays higher dividends than MLCPX: MLPMX (6.80) vs MLCPX (5.23). MLCPX was incepted earlier than MLPMX: MLCPX (12 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 : 6.82 vs. MLCPX (5.27). MLPMX return over 5 years is better than : 368.56 vs. MLCPX (258.48).
| MLCPX | MLPMX | MLCPX / MLPMX | |
| Total Expense Ratio | 12.21 | 8.81 | 139% |
| Annual Report Gross Expense Ratio | 12.21 | 8.81 | 139% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | -0.568 | -1.071 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 762M | 281M | 271% |
| Annual Yield % from dividends | 5.23 | 6.80 | 77% |
| Returns for 1 year | 5.27 | 6.82 | 77% |
| Returns for 3 years | 70.28 | 95.85 | 73% |
| Returns for 5 years | 258.48 | 368.56 | 70% |
| Returns for 10 years | 58.82 | 51.61 | 114% |
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