MLPAX
Price
$9.70
Change
-$0.02 (-0.21%)
Updated
Jul 10 closing price
Net Assets
1.16B
SPMGX
Price
$9.59
Change
+$0.14 (+1.48%)
Updated
Jul 13 closing price
Net Assets
1.16B
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MLPAX vs SPMGX

MLPAX vs SPMGX Comparison Chart in %
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MLPAX vs. SPMGX commentary
Jul 14, 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 MLPAX is a StrongBuy and SPMGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
MLPAX (1.16B) and SPMGX (1.16B) have equal amount of cash in the bank . SPMGX (5.39) and MLPAX (5.25) have matching dividends . MLPAX was incepted earlier than SPMGX: MLPAX (16 years) vs SPMGX (7 years). SPMGX (1.79) is less costly to investors than MLPAX (1.54). MLPAX (50.00) and SPMGX (50.00) have comparable annual turnover. MLPAX (1000) and SPMGX (1000) have matching initial minimum investment requirements. MLPAX (20.70) and SPMGX (20.44) have marching annual gain over last year. MLPAX (177.62) and SPMGX (174.20) have equivalent 5 years return.
MLPAXSPMGXMLPAX / SPMGX
Total Expense Ratio1.541.7986%
Annual Report Gross Expense Ratio1.541.7986%
Fund Existence16 years7 years-
Gain YTD19.29419.299100%
Front Load6%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets1.16B1.16B100%
Annual Yield % from dividends5.255.3997%
Returns for 1 year20.7020.44101%
Returns for 3 years93.0091.60102%
Returns for 5 years177.62174.20102%
Returns for 10 years124.30N/A-
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