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MLOZX vs MLPMX
MLOZX vs MLPMX Comparison
Open Charts MLOZX vs MLPMX
MLOZX vs MLPMX Comparison Chart in %
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MLOZX vs. MLPMX commentary
Jun 04, 2026
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 MLOZX is a Buy and MLPMX is a Buy.
FUNDAMENTALS
Fundamentals
MLPMX has more cash in the bank: 331M vs. MLOZX (196M). MLPMX pays higher dividends than MLOZX: MLPMX (6.22) vs MLOZX (1.83). MLOZX was incepted earlier than MLPMX: MLOZX (12 years) vs MLPMX (14 years). MLPMX (4.49) is less costly to investors than MLOZX (1.21). MLOZX is a more actively managed with annual turnover of: 115.00 vs. MLPMX (25.00). MLOZX has a lower initial minimum investment than MLPMX: MLOZX (0) vs MLPMX (1000). MLOZX annual gain was more profitable for investors over the last year : 58.49 vs. MLPMX (26.32). MLPMX return over 5 years is better than : 211.61 vs. MLOZX (140.96).
| MLOZX | MLPMX | MLOZX / MLPMX | |
| Total Expense Ratio | 0.90 | 4.49 | 20% |
| Annual Report Gross Expense Ratio | 1.21 | 4.49 | 27% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 33.783 | 22.856 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196M | 331M | 59% |
| Annual Yield % from dividends | 1.83 | 6.22 | 29% |
| Returns for 1 year | 58.49 | 26.32 | 222% |
| Returns for 3 years | 95.05 | 119.35 | 80% |
| Returns for 5 years | 140.96 | 211.61 | 67% |
| Returns for 10 years | 167.11 | 127.28 | 131% |
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