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MLPDX vs MLPTX
MLPDX vs MLPTX Comparison Chart in %
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MLPDX vs. MLPTX commentary
Oct 08, 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 MLPTX is a Buy.
FUNDAMENTALS
Fundamentals
MLPDX has more cash in the bank: 3.82B vs. MLPTX (2B). MLPDX pays higher dividends than MLPTX: MLPDX (7.45) vs MLPTX (5.56). 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. MLPTX annual gain was more profitable for investors over the last year : 10.50 vs. MLPDX (7.23). MLPTX (245.18) and MLPDX (241.12) 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 | 3.077 | 4.431 | 69% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.82B | 2B | 191% |
| Annual Yield % from dividends | 7.45 | 5.56 | 134% |
| Returns for 1 year | 7.23 | 10.50 | 69% |
| Returns for 3 years | 66.26 | 80.92 | 82% |
| Returns for 5 years | 241.12 | 245.18 | 98% |
| Returns for 10 years | 98.36 | 96.06 | 102% |
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