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MLPFX vs MLPTX
MLPFX vs MLPTX Comparison Chart
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MLPFX vs. MLPTX commentary
May 09, 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 StrongBuy and MLPTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MLPFX (2.04B) and MLPTX (2.04B) have equal amount of cash in the bank . MLPFX pays higher dividends than MLPTX: MLPFX (5.96) vs MLPTX (5.51). MLPFX was incepted earlier than MLPTX: MLPFX (15 years) vs MLPTX (15 years). MLPFX (6.62) and MLPTX (6.37) have similar cost to investors . MLPFX (20.00) and MLPTX (20.00) have comparable annual turnover. MLPFX (1000) and MLPTX (1000) have matching initial minimum investment requirements. MLPTX (16.70) and MLPFX (16.42) have marching annual gain over last year. MLPTX (255.08) and MLPFX (250.42) have equivalent 5 years return.
| MLPFX | MLPTX | MLPFX / MLPTX | |
| Total Expense Ratio | 6.59 | 6.34 | 104% |
| Annual Report Gross Expense Ratio | 6.62 | 6.37 | 104% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 1.304 | 1.420 | 92% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 2.04B | 100% |
| Annual Yield % from dividends | 5.96 | 5.51 | 108% |
| Returns for 1 year | 16.42 | 16.70 | 98% |
| Returns for 3 years | 75.75 | 77.07 | 98% |
| Returns for 5 years | 250.42 | 255.08 | 98% |
| Returns for 10 years | 59.25 | 63.50 | 93% |
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