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MLPDX vs SPMQX
MLPDX vs SPMQX Comparison Chart in %
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MLPDX vs. SPMQX commentary
Sep 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 Hold and SPMQX is a Hold.
FUNDAMENTALS
Fundamentals
MLPDX (3.93B) and SPMQX (3.93B) have equal amount of cash in the bank . MLPDX (7.25) and SPMQX (7.09) have matching dividends . MLPDX was incepted earlier than SPMQX: MLPDX (15 years) vs SPMQX (6 years). MLPDX (9.02) and SPMQX (8.68) 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 annual gain was more profitable for investors over the last year : 13.41 vs. MLPDX (12.14). SPMQX (253.32) and MLPDX (246.53) have equivalent 5 years return.
| MLPDX | SPMQX | MLPDX / SPMQX | |
| Total Expense Ratio | 9.02 | 8.68 | 104% |
| Annual Report Gross Expense Ratio | 9.02 | 8.68 | 104% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 4.904 | 5.852 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.93B | 3.93B | 100% |
| Annual Yield % from dividends | 7.25 | 7.09 | 102% |
| Returns for 1 year | 12.14 | 13.41 | 91% |
| Returns for 3 years | 64.79 | 67.07 | 97% |
| Returns for 5 years | 246.53 | 253.32 | 97% |
| Returns for 10 years | 96.68 | N/A | - |
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