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MLPEX vs MLPZX
MLPEX vs MLPZX Comparison Chart in %
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MLPEX vs. MLPZX commentary
Nov 20, 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 MLPZX is a Hold.
FUNDAMENTALS
Fundamentals
MLPZX has more cash in the bank: 3.91B vs. MLPEX (2.01B). MLPEX pays higher dividends than MLPZX: MLPEX (7.55) vs MLPZX (7.01). MLPEX was incepted earlier than MLPZX: MLPEX (14 years) vs MLPZX (16 years). MLPEX (11.04) is less costly to investors than MLPZX (8.77). MLPEX is a more actively managed with annual turnover of: 20.00 vs. MLPZX (11.00). MLPEX (1000) and MLPZX (1000) have matching initial minimum investment requirements. MLPZX annual gain was more profitable for investors over the last year : 7.33 vs. MLPEX (3.67). MLPZX return over 5 years is better than : 208.04 vs. MLPEX (193.94).
| MLPEX | MLPZX | MLPEX / MLPZX | |
| Total Expense Ratio | 11.04 | 8.77 | 126% |
| Annual Report Gross Expense Ratio | 11.04 | 8.77 | 126% |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | 4.880 | 7.086 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.01B | 3.91B | 51% |
| Annual Yield % from dividends | 7.55 | 7.01 | 108% |
| Returns for 1 year | 3.67 | 7.33 | 50% |
| Returns for 3 years | 64.46 | 59.71 | 108% |
| Returns for 5 years | 193.94 | 208.04 | 93% |
| Returns for 10 years | 97.79 | 140.61 | 70% |
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