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MLPEX vs SPMVX
MLPEX vs SPMVX Comparison Chart in %
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MLPEX vs. SPMVX commentary
Jun 27, 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 SPMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MLPEX (2.06B) and SPMVX (2.06B) have equal amount of cash in the bank . MLPEX pays higher dividends than SPMVX: MLPEX (7.05) vs SPMVX (5.76). MLPEX was incepted earlier than SPMVX: MLPEX (14 years) vs SPMVX (6 years). MLPEX (7.37) is less costly to investors than SPMVX (6.28). MLPEX (20.00) and SPMVX (20.00) have comparable annual turnover. MLPEX has a lower initial minimum investment than SPMVX: MLPEX (1000) vs SPMVX (1000000). SPMVX annual gain was more profitable for investors over the last year : 17.65 vs. MLPEX (16.30). SPMVX return over 5 years is better than : 248.90 vs. MLPEX (230.79).
| MLPEX | SPMVX | MLPEX / SPMVX | |
| Total Expense Ratio | 7.34 | 6.28 | 117% |
| Annual Report Gross Expense Ratio | 7.37 | 6.28 | 117% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 3.841 | 4.511 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 2.06B | 100% |
| Annual Yield % from dividends | 7.05 | 5.76 | 122% |
| Returns for 1 year | 16.30 | 17.65 | 92% |
| Returns for 3 years | 86.38 | 92.66 | 93% |
| Returns for 5 years | 230.79 | 248.90 | 93% |
| Returns for 10 years | 58.46 | N/A | - |
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