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MLPFX vs SPMVX
MLPFX vs SPMVX Comparison Chart
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MLPFX vs. SPMVX commentary
Feb 23, 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 SPMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MLPFX (2.2B) and SPMVX (2.2B) have equal amount of cash in the bank . MLPFX (6.07) and SPMVX (5.95) have matching dividends . MLPFX was incepted earlier than SPMVX: MLPFX (15 years) vs SPMVX (6 years). MLPFX (13.00) and SPMVX (13.00) have comparable annual turnover. MLPFX has a lower initial minimum investment than SPMVX: MLPFX (1000) vs SPMVX (1000000). SPMVX (31.30) and MLPFX (30.82) have marching annual gain over last year. SPMVX (144.45) and MLPFX (140.77) have equivalent 5 years return.
| MLPFX | SPMVX | MLPFX / SPMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 6.993 | 7.060 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 2.2B | 100% |
| Annual Yield % from dividends | 6.07 | 5.95 | 102% |
| Returns for 1 year | 30.82 | 31.30 | 98% |
| Returns for 3 years | 96.13 | 98.04 | 98% |
| Returns for 5 years | 140.77 | 144.45 | 97% |
| Returns for 10 years | 65.68 | N/A | - |
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