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MLPDX vs MLPEX
MLPDX vs MLPEX Comparison Chart in %
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MLPDX vs. MLPEX commentary
Sep 17, 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 Buy and MLPEX is a Buy.
FUNDAMENTALS
Fundamentals
MLPDX has more cash in the bank: 3.91B vs. MLPEX (2.02B). MLPDX (7.25) and MLPEX (7.13) have matching dividends . MLPDX was incepted earlier than MLPEX: MLPDX (15 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. MLPEX annual gain was more profitable for investors over the last year : 13.08 vs. MLPDX (10.36). MLPDX return over 5 years is better than : 259.22 vs. MLPEX (234.23).
| MLPDX | MLPEX | MLPDX / MLPEX | |
| Total Expense Ratio | 9.02 | 11.04 | 82% |
| Annual Report Gross Expense Ratio | 9.02 | 11.04 | 82% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | 5.438 | 4.384 | 124% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.91B | 2.02B | 193% |
| Annual Yield % from dividends | 7.25 | 7.13 | 102% |
| Returns for 1 year | 10.36 | 13.08 | 79% |
| Returns for 3 years | 65.63 | 70.58 | 93% |
| Returns for 5 years | 259.22 | 234.23 | 111% |
| Returns for 10 years | 105.62 | 81.51 | 130% |
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