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MLOCX vs MLPOX
MLOCX vs MLPOX Comparison Chart in %
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MLOCX vs. MLPOX commentary
Aug 10, 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 MLOCX is a Buy and MLPOX is a Buy.
FUNDAMENTALS
Fundamentals
MLPOX has more cash in the bank: 1.08B vs. MLOCX (121M). MLPOX pays higher dividends than MLOCX: MLPOX (5.00) vs MLOCX (3.81). MLOCX was incepted earlier than MLPOX: MLOCX (12 years) vs MLPOX (15 years). MLPOX (2.86) is less costly to investors than MLOCX (2.30). MLOCX is a more actively managed with annual turnover of: 220.00 vs. MLPOX (101.00). MLOCX has a lower initial minimum investment than MLPOX: MLOCX (0) vs MLPOX (1000). MLPOX annual gain was more profitable for investors over the last year : 16.77 vs. MLOCX (6.65). MLPOX return over 5 years is better than : 238.27 vs. MLOCX (117.55).
| MLOCX | MLPOX | MLOCX / MLPOX | |
| Total Expense Ratio | 1.90 | 2.86 | 66% |
| Annual Report Gross Expense Ratio | 2.30 | 2.86 | 80% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 4.655 | 2.326 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 1.08B | 11% |
| Annual Yield % from dividends | 3.81 | 5.00 | 76% |
| Returns for 1 year | 6.65 | 16.77 | 40% |
| Returns for 3 years | 27.30 | 83.55 | 33% |
| Returns for 5 years | 117.55 | 238.27 | 49% |
| Returns for 10 years | 42.45 | 65.63 | 65% |