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MLPEX vs MLPFX
MLPEX vs MLPFX Comparison Chart
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MLPEX vs. MLPFX commentary
Apr 11, 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 MLPEX is a Hold and MLPFX is a Hold.
FUNDAMENTALS
Fundamentals
MLPEX (2.21B) and MLPFX (2.21B) have equal amount of cash in the bank . MLPEX pays higher dividends than MLPFX: MLPEX (6.51) vs MLPFX (5.47). MLPEX was incepted earlier than MLPFX: MLPEX (14 years) vs MLPFX (15 years). MLPEX (7.37) is less costly to investors than MLPFX (6.62). MLPEX (20.00) and MLPFX (20.00) have comparable annual turnover. MLPEX (1000) and MLPFX (1000) have matching initial minimum investment requirements. MLPFX annual gain was more profitable for investors over the last year : 15.32 vs. MLPEX (14.48). MLPFX (333.32) and MLPEX (317.78) have equivalent 5 years return.
| MLPEX | MLPFX | MLPEX / MLPFX | |
| Total Expense Ratio | 7.34 | 6.59 | 111% |
| Annual Report Gross Expense Ratio | 7.37 | 6.62 | 111% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | -1.544 | -1.302 | 119% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.21B | 2.21B | 100% |
| Annual Yield % from dividends | 6.51 | 5.47 | 119% |
| Returns for 1 year | 14.48 | 15.32 | 94% |
| Returns for 3 years | 61.64 | 65.24 | 94% |
| Returns for 5 years | 317.78 | 333.32 | 95% |
| Returns for 10 years | 43.41 | 55.02 | 79% |
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