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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 01, 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 (2.38B) and SPMVX (2.38B) have equal amount of cash in the bank . MLPFX (5.27) and SPMVX (5.11) 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 (29.26) and MLPFX (28.77) have marching annual gain over last year. SPMVX (181.00) and MLPFX (176.63) 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 | 25.129 | 25.428 | 99% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.38B | 2.38B | 100% |
| Annual Yield % from dividends | 5.27 | 5.11 | 103% |
| Returns for 1 year | 28.77 | 29.26 | 98% |
| Returns for 3 years | 92.87 | 94.90 | 98% |
| Returns for 5 years | 176.63 | 181.00 | 98% |
| Returns for 10 years | 161.19 | N/A | - |
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