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MLPDX vs MLPEX
MLPDX vs MLPEX Comparison Chart in %
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MLPDX vs. MLPEX commentary
Nov 28, 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 MLPDX is a Hold and MLPEX is a Hold.
FUNDAMENTALS
Fundamentals
MLPDX has more cash in the bank: 3.94B vs. MLPEX (2.02B). MLPDX (7.64) and MLPEX (7.55) have matching dividends . MLPDX was incepted earlier than MLPEX: MLPDX (16 years) vs MLPEX (14 years). MLPEX (11.04) is less costly to investors than MLPDX (9.02). MLPEX is a more actively managed with annual turnover of: 20.00 vs. MLPDX (11.00). MLPDX (1000) and MLPEX (1000) have matching initial minimum investment requirements. MLPDX annual gain was more profitable for investors over the last year : 5.22 vs. MLPEX (3.11). MLPDX return over 5 years is better than : 195.53 vs. MLPEX (184.43).
| MLPDX | MLPEX | MLPDX / MLPEX | |
| Total Expense Ratio | 9.02 | 11.04 | 82% |
| Annual Report Gross Expense Ratio | 9.02 | 11.04 | 82% |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | 8.056 | 6.559 | 123% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.94B | 2.02B | 195% |
| Annual Yield % from dividends | 7.64 | 7.55 | 101% |
| Returns for 1 year | 5.22 | 3.11 | 168% |
| Returns for 3 years | 60.21 | 66.79 | 90% |
| Returns for 5 years | 195.53 | 184.43 | 106% |
| Returns for 10 years | 141.58 | 100.96 | 140% |
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