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MLPDX vs SPMQX
MLPDX vs SPMQX Comparison Chart in %
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MLPDX vs. SPMQX commentary
Aug 10, 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 SPMQX is a Buy.
FUNDAMENTALS
Fundamentals
MLPDX (3.94B) and SPMQX (3.94B) have equal amount of cash in the bank . MLPDX (7.16) and SPMQX (7.01) 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 (13.60) and MLPDX (13.09) have marching annual gain over last year. SPMQX (226.92) and MLPDX (222.69) 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 | 4.948 | 5.196 | 95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.94B | 3.94B | 100% |
| Annual Yield % from dividends | 7.16 | 7.01 | 102% |
| Returns for 1 year | 13.09 | 13.60 | 96% |
| Returns for 3 years | 69.04 | 70.19 | 98% |
| Returns for 5 years | 222.69 | 226.92 | 98% |
| Returns for 10 years | 92.27 | N/A | - |
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