Interact to see
Advertisement
Advertisement
MLPEX vs SPMVX
MLPEX vs SPMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MLPEX vs. SPMVX commentary
Jul 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 Buy and SPMVX is a Buy.
FUNDAMENTALS
Fundamentals
MLPEX (2.05B) and SPMVX (2.05B) have equal amount of cash in the bank . MLPEX pays higher dividends than SPMVX: MLPEX (6.96) vs SPMVX (5.68). 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 : 17.00 vs. MLPEX (15.69). SPMVX return over 5 years is better than : 239.57 vs. MLPEX (221.93).
| 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 | 3.647 | 4.351 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05B | 2.05B | 100% |
| Annual Yield % from dividends | 6.96 | 5.68 | 123% |
| Returns for 1 year | 15.69 | 17.00 | 92% |
| Returns for 3 years | 76.60 | 82.28 | 93% |
| Returns for 5 years | 221.93 | 239.57 | 93% |
| Returns for 10 years | 63.46 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RYLVX | 110.10 | 0.71 | +0.65% |
| Rydex S&P 500 Pure Value A | |||
| CSXRX | 55.03 | 0.25 | +0.46% |
| Calvert US Large Cap Core Rspnb Idx R6 | |||
| HIGCX | 20.43 | 0.08 | +0.39% |
| Carillon Eagle Growth & Income C | |||
| FGFRX | 43.86 | -0.04 | -0.09% |
| Federated Hermes Intl Leaders R | |||
| WBELX | 10.50 | -0.06 | -0.57% |
| William Blair Emerging Mkts Ldrs I | |||