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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
Jun 20, 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 Buy and SPMVX is a Buy.
FUNDAMENTALS
Fundamentals
MLPFX (2.32B) and SPMVX (2.32B) have equal amount of cash in the bank . MLPFX (5.33) and SPMVX (5.18) 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 (24.03) and MLPFX (23.50) have marching annual gain over last year. SPMVX (161.49) and MLPFX (157.52) 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 | 20.326 | 20.536 | 99% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.32B | 2.32B | 100% |
| Annual Yield % from dividends | 5.33 | 5.18 | 103% |
| Returns for 1 year | 23.50 | 24.03 | 98% |
| Returns for 3 years | 70.24 | 72.61 | 97% |
| Returns for 5 years | 157.52 | 161.49 | 98% |
| Returns for 10 years | 152.22 | N/A | - |
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