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MLPFX vs SPMVX
MLPFX vs SPMVX Comparison
Open Charts MLPFX vs SPMVX
MLPFX vs SPMVX Comparison Chart in %
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MLPFX vs. SPMVX commentary
Aug 23, 2026
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 Hold and SPMVX is a Hold.
FUNDAMENTALS
Fundamentals
MLPFX (2.44B) and SPMVX (2.44B) have equal amount of cash in the bank . MLPFX (5.20) and SPMVX (5.04) have matching dividends . MLPFX was incepted earlier than SPMVX: MLPFX (16 years) vs SPMVX (7 years). MLPFX (1.45) is less costly to investors than SPMVX (1.11). MLPFX (14.00) and SPMVX (14.00) have comparable annual turnover. MLPFX has a lower initial minimum investment than SPMVX: MLPFX (1000) vs SPMVX (1000000). SPMVX (31.90) and MLPFX (31.51) have marching annual gain over last year. SPMVX (206.11) and MLPFX (200.88) have equivalent 5 years return.
| MLPFX | SPMVX | MLPFX / SPMVX | |
| Total Expense Ratio | 1.44 | 1.10 | 131% |
| Annual Report Gross Expense Ratio | 1.45 | 1.11 | 131% |
| Fund Existence | 16 years | 7 years | - |
| Gain YTD | 27.889 | 28.223 | 99% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.44B | 2.44B | 100% |
| Annual Yield % from dividends | 5.20 | 5.04 | 103% |
| Returns for 1 year | 31.51 | 31.90 | 99% |
| Returns for 3 years | 97.44 | 99.27 | 98% |
| Returns for 5 years | 200.88 | 206.11 | 97% |
| Returns for 10 years | 159.37 | N/A | - |
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