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MLPEX vs SPMVX
MLPEX vs SPMVX Comparison Chart in %
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MLPEX vs. SPMVX commentary
Oct 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 SPMVX is a Hold.
FUNDAMENTALS
Fundamentals
MLPEX (1.94B) and SPMVX (1.94B) have equal amount of cash in the bank . MLPEX pays higher dividends than SPMVX: MLPEX (7.24) vs SPMVX (5.87). MLPEX was incepted earlier than SPMVX: MLPEX (14 years) vs SPMVX (6 years). MLPEX (11.04) is less costly to investors than SPMVX (9.93). 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 : 8.16 vs. MLPEX (7.00). SPMVX return over 5 years is better than : 243.55 vs. MLPEX (225.97).
| MLPEX | SPMVX | MLPEX / SPMVX | |
| Total Expense Ratio | 11.04 | 9.93 | 111% |
| Annual Report Gross Expense Ratio | 11.04 | 9.93 | 111% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 0.931 | 1.897 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.94B | 1.94B | 100% |
| Annual Yield % from dividends | 7.24 | 5.87 | 123% |
| Returns for 1 year | 7.00 | 8.16 | 86% |
| Returns for 3 years | 65.55 | 70.81 | 93% |
| Returns for 5 years | 225.97 | 243.55 | 93% |
| Returns for 10 years | 74.43 | N/A | - |
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