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MLPAX vs SPMHX
MLPAX vs SPMHX Comparison
Open Charts MLPAX vs SPMHX
MLPAX vs SPMHX Comparison Chart in %
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MLPAX vs. SPMHX commentary
Sep 12, 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 (1.24B) and SPMHX (1.24B) have equal amount of cash in the bank . MLPAX (5.00) and SPMHX (4.87) 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 (29.66) and MLPAX (29.33) have marching annual gain over last year. SPMHX (206.01) and MLPAX (201.69) 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 | 26.943 | 27.168 | 99% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 1.24B | 100% |
| Annual Yield % from dividends | 5.00 | 4.87 | 103% |
| Returns for 1 year | 29.33 | 29.66 | 99% |
| Returns for 3 years | 95.15 | 96.95 | 98% |
| Returns for 5 years | 201.69 | 206.01 | 98% |
| Returns for 10 years | 144.18 | N/A | - |
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