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MLPAX vs MLPOX
MLPAX vs MLPOX Comparison Chart
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MLPAX 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 MLPAX is a Hold and MLPOX is a Hold.
FUNDAMENTALS
Fundamentals
MLPAX (1.18B) and MLPOX (1.18B) have equal amount of cash in the bank . MLPAX pays higher dividends than MLPOX: MLPAX (4.88) vs MLPOX (4.55). MLPAX was incepted earlier than MLPOX: MLPAX (15 years) vs MLPOX (15 years). MLPAX (3.11) is less costly to investors than MLPOX (2.86). MLPAX (101.00) and MLPOX (101.00) have comparable annual turnover. MLPAX (1000) and MLPOX (1000) have matching initial minimum investment requirements. MLPOX (9.93) and MLPAX (9.65) have marching annual gain over last year. MLPOX (309.81) and MLPAX (304.53) have equivalent 5 years return.
| MLPAX | MLPOX | MLPAX / MLPOX | |
| Total Expense Ratio | 3.11 | 2.86 | 109% |
| Annual Report Gross Expense Ratio | 3.11 | 2.86 | 109% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | -7.936 | -7.843 | 101% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 1.18B | 100% |
| Annual Yield % from dividends | 4.88 | 4.55 | 107% |
| Returns for 1 year | 9.65 | 9.93 | 97% |
| Returns for 3 years | 62.58 | 63.80 | 98% |
| Returns for 5 years | 304.53 | 309.81 | 98% |
| Returns for 10 years | 29.08 | 32.71 | 89% |
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