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MLOIX vs MLPNX
MLOIX vs MLPNX Comparison Chart in %
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MLOIX vs. MLPNX commentary
Aug 05, 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 MLPNX is a Buy.
FUNDAMENTALS
Fundamentals
MLPNX has more cash in the bank: 308M vs. MLOIX (116M). MLPNX (4.89) and MLOIX (4.72) have matching dividends . MLOIX was incepted earlier than MLPNX: MLOIX (12 years) vs MLPNX (14 years). MLPNX (7.81) is less costly to investors than MLOIX (1.37). MLOIX is a more actively managed with annual turnover of: 220.00 vs. MLPNX (26.00). MLPNX has a lower initial minimum investment than MLOIX: MLPNX (1000) vs MLOIX (100000). MLPNX annual gain was more profitable for investors over the last year : 21.45 vs. MLOIX (9.58). MLPNX return over 5 years is better than : 349.68 vs. MLOIX (129.24).
| MLOIX | MLPNX | MLOIX / MLPNX | |
| Total Expense Ratio | 0.90 | 7.81 | 12% |
| Annual Report Gross Expense Ratio | 1.37 | 7.81 | 18% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 5.764 | 3.444 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116M | 308M | 38% |
| Annual Yield % from dividends | 4.72 | 4.89 | 96% |
| Returns for 1 year | 9.58 | 21.45 | 45% |
| Returns for 3 years | 34.15 | 109.21 | 31% |
| Returns for 5 years | 129.24 | 349.68 | 37% |
| Returns for 10 years | 61.80 | 68.88 | 90% |
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