Interact to see
Advertisement
Advertisement
MLPEX vs SPMWX
MLPEX vs SPMWX Comparison
Open Charts MLPEX vs SPMWX
MLPEX vs SPMWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MLPEX vs. SPMWX commentary
Aug 01, 2026
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 SPMWX is a Hold.
FUNDAMENTALS
Fundamentals
MLPEX (2.39B) and SPMWX (2.39B) have equal amount of cash in the bank . MLPEX pays higher dividends than SPMWX: MLPEX (6.42) vs SPMWX (5.38). MLPEX was incepted earlier than SPMWX: MLPEX (15 years) vs SPMWX (7 years). MLPEX (2.20) is less costly to investors than SPMWX (1.70). MLPEX (14.00) and SPMWX (14.00) have comparable annual turnover. MLPEX (1000) and SPMWX (1000) have matching initial minimum investment requirements. SPMWX (27.22) and MLPEX (26.70) have marching annual gain over last year. SPMWX (173.21) and MLPEX (166.36) have equivalent 5 years return.
| MLPEX | SPMWX | MLPEX / SPMWX | |
| Total Expense Ratio | 2.19 | 1.69 | 130% |
| Annual Report Gross Expense Ratio | 2.20 | 1.70 | 129% |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | 24.544 | 24.815 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.39B | 2.39B | 100% |
| Annual Yield % from dividends | 6.42 | 5.38 | 119% |
| Returns for 1 year | 26.70 | 27.22 | 98% |
| Returns for 3 years | 88.46 | 91.17 | 97% |
| Returns for 5 years | 166.36 | 173.21 | 96% |
| Returns for 10 years | 141.58 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement