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MLOIX vs MLPMX
MLOIX vs MLPMX Comparison Chart
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MLOIX vs. MLPMX commentary
Jan 19, 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 MLOIX is a Buy and MLPMX is a Buy.
FUNDAMENTALS
Fundamentals
MLPMX has more cash in the bank: 300M vs. MLOIX (120M). MLOIX pays higher dividends than MLPMX: MLOIX (8.11) vs MLPMX (6.19). MLOIX was incepted earlier than MLPMX: MLOIX (11 years) vs MLPMX (13 years). MLOIX is a more actively managed with annual turnover of: 74.00 vs. MLPMX (42.00). MLPMX has a lower initial minimum investment than MLOIX: MLPMX (1000) vs MLOIX (100000). MLPMX annual gain was more profitable for investors over the last year : 64.23 vs. MLOIX (21.31). MLPMX return over 5 years is better than : 133.14 vs. MLOIX (60.40).
| MLOIX | MLPMX | MLOIX / MLPMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 6.310 | 10.387 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 300M | 40% |
| Annual Yield % from dividends | 8.11 | 6.19 | 131% |
| Returns for 1 year | 21.31 | 64.23 | 33% |
| Returns for 3 years | 48.33 | 142.87 | 34% |
| Returns for 5 years | 60.40 | 133.14 | 45% |
| Returns for 10 years | 41.04 | 27.87 | 147% |
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