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MLCPX vs MLPOX
MLCPX vs MLPOX Comparison Chart
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MLCPX vs. MLPOX commentary
Apr 11, 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 Hold and MLPOX is a Hold.
FUNDAMENTALS
Fundamentals
MLPOX has more cash in the bank: 1.18B vs. MLCPX (763M). MLCPX pays higher dividends than MLPOX: MLCPX (4.82) vs MLPOX (4.55). MLCPX was incepted earlier than MLPOX: MLCPX (11 years) vs MLPOX (15 years). MLCPX (3.90) is less costly to investors than MLPOX (2.86). MLPOX is a more actively managed with annual turnover of: 101.00 vs. MLCPX (15.31). MLPOX has a lower initial minimum investment than MLCPX: MLPOX (1000) vs MLCPX (2500). MLPOX annual gain was more profitable for investors over the last year : 9.93 vs. MLCPX (8.82). MLPOX return over 5 years is better than : 309.81 vs. MLCPX (279.44).
| MLCPX | MLPOX | MLCPX / MLPOX | |
| Total Expense Ratio | 3.90 | 2.86 | 136% |
| Annual Report Gross Expense Ratio | 3.90 | 2.86 | 136% |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | -7.578 | -7.843 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 763M | 1.18B | 64% |
| Annual Yield % from dividends | 4.82 | 4.55 | 106% |
| Returns for 1 year | 8.82 | 9.93 | 89% |
| Returns for 3 years | 56.28 | 63.80 | 88% |
| Returns for 5 years | 279.44 | 309.81 | 90% |
| Returns for 10 years | 28.49 | 32.71 | 87% |
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