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MLPAX vs SPMHX
MLPAX vs SPMHX Comparison Chart
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MLPAX vs. SPMHX commentary
May 09, 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 StrongBuy and SPMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MLPAX (1.09B) and SPMHX (1.09B) have equal amount of cash in the bank . MLPAX (5.36) and SPMHX (5.26) 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 (16.48) and MLPAX (16.04) have marching annual gain over last year. SPMHX (241.32) and MLPAX (236.86) 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 | -1.600 | -1.456 | 110% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 1.09B | 100% |
| Annual Yield % from dividends | 5.36 | 5.26 | 102% |
| Returns for 1 year | 16.04 | 16.48 | 97% |
| Returns for 3 years | 81.10 | 82.85 | 98% |
| Returns for 5 years | 236.86 | 241.32 | 98% |
| Returns for 10 years | 38.19 | N/A | - |
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