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MLPEX vs SPMVX
MLPEX vs SPMVX Comparison Chart
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MLPEX vs. SPMVX commentary
Jan 19, 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 SPMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MLPEX (2.08B) and SPMVX (2.08B) have equal amount of cash in the bank . MLPEX pays higher dividends than SPMVX: MLPEX (7.08) vs SPMVX (5.95). MLPEX was incepted earlier than SPMVX: MLPEX (14 years) vs SPMVX (6 years). MLPEX (13.00) and SPMVX (13.00) have comparable annual turnover. MLPEX has a lower initial minimum investment than SPMVX: MLPEX (1000) vs SPMVX (1000000). SPMVX (41.70) and MLPEX (40.27) have marching annual gain over last year. SPMVX return over 5 years is better than : 118.50 vs. MLPEX (107.35).
| MLPEX | SPMVX | MLPEX / SPMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 7.700 | 7.801 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.08B | 2.08B | 100% |
| Annual Yield % from dividends | 7.08 | 5.95 | 119% |
| Returns for 1 year | 40.27 | 41.70 | 97% |
| Returns for 3 years | 88.91 | 95.07 | 94% |
| Returns for 5 years | 107.35 | 118.50 | 91% |
| Returns for 10 years | 58.09 | N/A | - |
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