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MLPDX vs MLPTX
MLPDX vs MLPTX Comparison Chart in %
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MLPDX vs. MLPTX 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 MLPTX is a Hold.
FUNDAMENTALS
Fundamentals
MLPDX has more cash in the bank: 3.94B vs. MLPTX (2.02B). MLPDX pays higher dividends than MLPTX: MLPDX (7.64) vs MLPTX (5.79). MLPDX was incepted earlier than MLPTX: MLPDX (16 years) vs MLPTX (16 years). MLPTX (10.04) is less costly to investors than MLPDX (9.02). MLPTX is a more actively managed with annual turnover of: 20.00 vs. MLPDX (11.00). MLPDX (1000) and MLPTX (1000) have matching initial minimum investment requirements. MLPDX annual gain was more profitable for investors over the last year : 5.22 vs. MLPTX (4.08). MLPTX (198.93) and MLPDX (195.53) have equivalent 5 years return.
| MLPDX | MLPTX | MLPDX / MLPTX | |
| Total Expense Ratio | 9.02 | 10.04 | 90% |
| Annual Report Gross Expense Ratio | 9.02 | 10.04 | 90% |
| Fund Existence | 16 years | 16 years | - |
| Gain YTD | 8.056 | 7.576 | 106% |
| 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 | 5.79 | 132% |
| Returns for 1 year | 5.22 | 4.08 | 128% |
| Returns for 3 years | 60.21 | 71.72 | 84% |
| Returns for 5 years | 195.53 | 198.93 | 98% |
| Returns for 10 years | 141.58 | 122.52 | 116% |
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