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MLPFX vs MLPRX
MLPFX vs MLPRX Comparison Chart in %
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MLPFX vs. MLPRX commentary
Sep 18, 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 MLPFX is a Buy and MLPRX is a Buy.
FUNDAMENTALS
Fundamentals
MLPRX has more cash in the bank: 3.91B vs. MLPFX (2.02B). MLPRX pays higher dividends than MLPFX: MLPRX (9.19) vs MLPFX (5.94). MLPFX was incepted earlier than MLPRX: MLPFX (15 years) vs MLPRX (14 years). MLPFX (10.29) is less costly to investors than MLPRX (9.77). MLPFX is a more actively managed with annual turnover of: 20.00 vs. MLPRX (11.00). MLPFX (1000) and MLPRX (1000) have matching initial minimum investment requirements. MLPFX annual gain was more profitable for investors over the last year : 13.62 vs. MLPRX (9.56). MLPFX (249.85) and MLPRX (246.92) have equivalent 5 years return.
| MLPFX | MLPRX | MLPFX / MLPRX | |
| Total Expense Ratio | 10.29 | 9.77 | 105% |
| Annual Report Gross Expense Ratio | 10.29 | 9.77 | 105% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | 5.078 | 4.854 | 105% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.02B | 3.91B | 52% |
| Annual Yield % from dividends | 5.94 | 9.19 | 65% |
| Returns for 1 year | 13.62 | 9.56 | 143% |
| Returns for 3 years | 74.64 | 61.91 | 121% |
| Returns for 5 years | 249.85 | 246.92 | 101% |
| Returns for 10 years | 96.20 | 90.88 | 106% |
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