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MLPEX vs MLPRX
MLPEX vs MLPRX Comparison Chart in %
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MLPEX vs. MLPRX 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 MLPEX is a Buy and MLPRX is a Hold.
FUNDAMENTALS
Fundamentals
MLPRX has more cash in the bank: 3.91B vs. MLPEX (2.04B). MLPRX pays higher dividends than MLPEX: MLPRX (9.19) vs MLPEX (7.13). MLPEX was incepted earlier than MLPRX: MLPEX (14 years) vs MLPRX (14 years). MLPEX (11.04) is less costly to investors than MLPRX (9.77). MLPEX is a more actively managed with annual turnover of: 20.00 vs. MLPRX (11.00). MLPEX (1000) and MLPRX (1000) have matching initial minimum investment requirements. MLPEX annual gain was more profitable for investors over the last year : 14.89 vs. MLPRX (11.24). MLPRX (234.34) and MLPEX (225.15) have equivalent 5 years return.
| MLPEX | MLPRX | MLPEX / MLPRX | |
| Total Expense Ratio | 11.04 | 9.77 | 113% |
| Annual Report Gross Expense Ratio | 11.04 | 9.77 | 113% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 4.243 | 4.181 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 3.91B | 52% |
| Annual Yield % from dividends | 7.13 | 9.19 | 78% |
| Returns for 1 year | 14.89 | 11.24 | 132% |
| Returns for 3 years | 70.03 | 60.87 | 115% |
| Returns for 5 years | 225.15 | 234.34 | 96% |
| Returns for 10 years | 75.33 | 82.10 | 92% |
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