Interact to see
Advertisement
Advertisement
MLPAX vs SPMHX
MLPAX vs SPMHX Comparison
Open Charts MLPAX vs SPMHX
MLPAX vs SPMHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MLPAX vs. SPMHX commentary
Aug 23, 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 Hold and SPMHX is a Hold.
FUNDAMENTALS
Fundamentals
MLPAX (1.22B) and SPMHX (1.22B) have equal amount of cash in the bank . MLPAX (5.10) and SPMHX (4.98) have matching dividends . MLPAX was incepted earlier than SPMHX: MLPAX (16 years) vs SPMHX (7 years). MLPAX (1.54) is less costly to investors than SPMHX (1.20). MLPAX (50.00) and SPMHX (50.00) have comparable annual turnover. MLPAX has a lower initial minimum investment than SPMHX: MLPAX (1000) vs SPMHX (1000000). SPMHX (28.04) and MLPAX (27.64) have marching annual gain over last year. SPMHX (211.84) and MLPAX (207.70) have equivalent 5 years return.
| MLPAX | SPMHX | MLPAX / SPMHX | |
| Total Expense Ratio | 1.54 | 1.20 | 128% |
| Annual Report Gross Expense Ratio | 1.54 | 1.20 | 128% |
| Fund Existence | 16 years | 7 years | - |
| Gain YTD | 25.276 | 25.418 | 99% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 1.22B | 100% |
| Annual Yield % from dividends | 5.10 | 4.98 | 102% |
| Returns for 1 year | 27.64 | 28.04 | 99% |
| Returns for 3 years | 94.48 | 96.44 | 98% |
| Returns for 5 years | 207.70 | 211.84 | 98% |
| Returns for 10 years | 131.93 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement