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MLPFX vs SPMVX
MLPFX vs SPMVX Comparison Chart in %
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MLPFX vs. SPMVX commentary
Aug 08, 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 SPMVX is a Buy.
FUNDAMENTALS
Fundamentals
MLPFX (2.05B) and SPMVX (2.05B) have equal amount of cash in the bank . MLPFX (5.90) and SPMVX (5.74) have matching dividends . MLPFX was incepted earlier than SPMVX: MLPFX (15 years) vs SPMVX (6 years). MLPFX (6.62) is less costly to investors than SPMVX (6.28). MLPFX (20.00) and SPMVX (20.00) have comparable annual turnover. MLPFX has a lower initial minimum investment than SPMVX: MLPFX (1000) vs SPMVX (1000000). SPMVX (19.88) and MLPFX (19.53) have marching annual gain over last year. SPMVX (218.21) and MLPFX (213.28) have equivalent 5 years return.
| MLPFX | SPMVX | MLPFX / SPMVX | |
| Total Expense Ratio | 6.59 | 6.28 | 105% |
| Annual Report Gross Expense Ratio | 6.62 | 6.28 | 105% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 4.531 | 4.766 | 95% |
| Front Load | 6% | 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 | 5.90 | 5.74 | 103% |
| Returns for 1 year | 19.53 | 19.88 | 98% |
| Returns for 3 years | 77.66 | 79.54 | 98% |
| Returns for 5 years | 213.28 | 218.21 | 98% |
| Returns for 10 years | 86.96 | N/A | - |
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