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MLPEX vs SPMVX
MLPEX vs SPMVX Comparison Chart
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MLPEX vs. SPMVX commentary
Apr 24, 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 (2.21B) and SPMVX (2.21B) have equal amount of cash in the bank . MLPEX pays higher dividends than SPMVX: MLPEX (6.51) vs SPMVX (5.34). 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 : 18.11 vs. MLPEX (16.83). SPMVX return over 5 years is better than : 288.75 vs. MLPEX (268.29).
| 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 | 0.781 | 1.315 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.21B | 2.21B | 100% |
| Annual Yield % from dividends | 6.51 | 5.34 | 122% |
| Returns for 1 year | 16.83 | 18.11 | 93% |
| Returns for 3 years | 64.00 | 69.47 | 92% |
| Returns for 5 years | 268.29 | 288.75 | 93% |
| Returns for 10 years | 43.22 | N/A | - |
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