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MLPDX vs SPMQX
MLPDX vs SPMQX Comparison Chart in %
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MLPDX vs. SPMQX commentary
Jun 27, 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 SPMQX is a Hold.
FUNDAMENTALS
Fundamentals
MLPDX (3.9B) and SPMQX (3.9B) have equal amount of cash in the bank . MLPDX (7.24) and SPMQX (7.10) have matching dividends . MLPDX was incepted earlier than SPMQX: MLPDX (15 years) vs SPMQX (6 years). MLPDX (6.56) and SPMQX (6.24) have similar cost to investors . MLPDX (11.00) and SPMQX (11.00) have comparable annual turnover. MLPDX has a lower initial minimum investment than SPMQX: MLPDX (1000) vs SPMQX (1000000). SPMQX (11.80) and MLPDX (11.65) have marching annual gain over last year. SPMQX (259.38) and MLPDX (255.41) have equivalent 5 years return.
| MLPDX | SPMQX | MLPDX / SPMQX | |
| Total Expense Ratio | 6.56 | 6.24 | 105% |
| Annual Report Gross Expense Ratio | 6.56 | 6.24 | 105% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 4.513 | 4.597 | 98% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.9B | 3.9B | 100% |
| Annual Yield % from dividends | 7.24 | 7.10 | 102% |
| Returns for 1 year | 11.65 | 11.80 | 99% |
| Returns for 3 years | 84.68 | 85.91 | 99% |
| Returns for 5 years | 255.41 | 259.38 | 98% |
| Returns for 10 years | 68.72 | N/A | - |
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