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MLPFX vs SPMVX
MLPFX vs SPMVX Comparison Chart
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MLPFX vs. SPMVX commentary
Apr 24, 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 (2.21B) and SPMVX (2.21B) have equal amount of cash in the bank . MLPFX (5.47) and SPMVX (5.34) 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 (18.11) and MLPFX (17.70) have marching annual gain over last year. SPMVX (288.75) and MLPFX (282.17) 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 | 1.116 | 1.315 | 85% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.21B | 2.21B | 100% |
| Annual Yield % from dividends | 5.47 | 5.34 | 102% |
| Returns for 1 year | 17.70 | 18.11 | 98% |
| Returns for 3 years | 67.70 | 69.47 | 97% |
| Returns for 5 years | 282.17 | 288.75 | 98% |
| Returns for 10 years | 54.91 | N/A | - |
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