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MLPDX vs SPMQX
MLPDX vs SPMQX Comparison Chart in %
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MLPDX vs. SPMQX commentary
Jul 17, 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 (3.95B) and SPMQX (3.95B) have equal amount of cash in the bank . MLPDX (7.18) and SPMQX (7.03) 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 (10.69) and MLPDX (10.52) have marching annual gain over last year. SPMQX (261.12) and MLPDX (257.18) 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 | 5.172 | 5.242 | 99% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.95B | 3.95B | 100% |
| Annual Yield % from dividends | 7.18 | 7.03 | 102% |
| Returns for 1 year | 10.52 | 10.69 | 98% |
| Returns for 3 years | 82.14 | 82.92 | 99% |
| Returns for 5 years | 257.18 | 261.12 | 98% |
| Returns for 10 years | 76.54 | N/A | - |
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