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MLCPX vs MLPMX
MLCPX vs MLPMX Comparison Chart in %
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MLCPX vs. MLPMX commentary
Jul 07, 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: 830M vs. MLPMX (305M). MLPMX pays higher dividends than MLCPX: MLPMX (6.31) vs MLCPX (5.07). 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 : 16.90 vs. MLCPX (12.83). MLPMX return over 5 years is better than : 350.07 vs. MLCPX (233.55).
| 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 | 2.071 | 2.796 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 830M | 305M | 272% |
| Annual Yield % from dividends | 5.07 | 6.31 | 80% |
| Returns for 1 year | 12.83 | 16.90 | 76% |
| Returns for 3 years | 64.76 | 122.07 | 53% |
| Returns for 5 years | 233.55 | 350.07 | 67% |
| Returns for 10 years | 45.55 | 28.81 | 158% |
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