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MLPAX vs SPMHX
MLPAX vs SPMHX Comparison Chart
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MLPAX vs. SPMHX 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 SPMHX is a Hold.
FUNDAMENTALS
Fundamentals
MLPAX (1.18B) and SPMHX (1.18B) have equal amount of cash in the bank . MLPAX (4.88) and SPMHX (4.79) have matching dividends . MLPAX was incepted earlier than SPMHX: MLPAX (15 years) vs SPMHX (6 years). MLPAX (3.11) is less costly to investors than SPMHX (2.76). MLPAX (101.00) and SPMHX (101.00) have comparable annual turnover. MLPAX has a lower initial minimum investment than SPMHX: MLPAX (1000) vs SPMHX (1000000). SPMHX (10.05) and MLPAX (9.65) have marching annual gain over last year. SPMHX (309.58) and MLPAX (304.53) have equivalent 5 years return.
| MLPAX | SPMHX | MLPAX / SPMHX | |
| Total Expense Ratio | 3.11 | 2.76 | 113% |
| Annual Report Gross Expense Ratio | 3.11 | 2.76 | 113% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | -7.936 | -7.797 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 1.18B | 100% |
| Annual Yield % from dividends | 4.88 | 4.79 | 102% |
| Returns for 1 year | 9.65 | 10.05 | 96% |
| Returns for 3 years | 62.58 | 63.92 | 98% |
| Returns for 5 years | 304.53 | 309.58 | 98% |
| Returns for 10 years | 29.08 | N/A | - |
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