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MLPEX vs MLPTX
MLPEX vs MLPTX Comparison Chart
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MLPEX vs. MLPTX commentary
May 23, 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 StrongBuy and MLPTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MLPEX (2.04B) and MLPTX (2.04B) have equal amount of cash in the bank . MLPEX pays higher dividends than MLPTX: MLPEX (7.10) vs MLPTX (5.51). MLPEX was incepted earlier than MLPTX: MLPEX (14 years) vs MLPTX (15 years). MLPEX (7.37) is less costly to investors than MLPTX (6.37). MLPEX (20.00) and MLPTX (20.00) have comparable annual turnover. MLPEX (1000) and MLPTX (1000) have matching initial minimum investment requirements. MLPTX annual gain was more profitable for investors over the last year : 19.62 vs. MLPEX (18.40). MLPTX return over 5 years is better than : 237.68 vs. MLPEX (220.94).
| MLPEX | MLPTX | MLPEX / MLPTX | |
| Total Expense Ratio | 7.34 | 6.34 | 116% |
| Annual Report Gross Expense Ratio | 7.37 | 6.37 | 116% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 4.583 | 5.173 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 2.04B | 100% |
| Annual Yield % from dividends | 7.10 | 5.51 | 129% |
| Returns for 1 year | 18.40 | 19.62 | 94% |
| Returns for 3 years | 73.28 | 78.64 | 93% |
| Returns for 5 years | 220.94 | 237.68 | 93% |
| Returns for 10 years | 50.14 | 66.79 | 75% |
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