Ad is loading...
MLPFX vs SPMWX
MLPFX vs SPMWX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MLPFX vs. SPMWX commentary
Dec 19, 2024
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 SPMWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MLPFX (2.19B) and SPMWX (2.19B) have equal amount of cash in the bank . SPMWX (6.15) and MLPFX (6.07) have matching dividends . MLPFX was incepted earlier than SPMWX: MLPFX (15 years) vs SPMWX (6 years). MLPFX (13.00) and SPMWX (13.00) have comparable annual turnover. MLPFX (1000) and SPMWX (1000) have matching initial minimum investment requirements. MLPFX (31.15) and SPMWX (30.83) have marching annual gain over last year. MLPFX (106.02) and SPMWX (103.73) have equivalent 5 years return.
| MLPFX | SPMWX | MLPFX / SPMWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 30.237 | 30.093 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 2.19B | 100% |
| Annual Yield % from dividends | 6.07 | 6.15 | 99% |
| Returns for 1 year | 31.15 | 30.83 | 101% |
| Returns for 3 years | 104.18 | 102.55 | 102% |
| Returns for 5 years | 106.02 | 103.73 | 102% |
| Returns for 10 years | 54.33 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VKSDX | 10.99 | N/A | N/A |
| Virtus KAR Small-Mid Cap Value A | |||
| CIAOX | 46.30 | -0.16 | -0.34% |
| Capital Advisors Growth Investor | |||
| FMUFX | 14.97 | -0.06 | -0.40% |
| Federated Hermes Muni and Stock Adv F | |||
| PMYAX | 44.01 | -0.22 | -0.50% |
| Putnam Core Equity Fund A | |||
| GSRRX | 11.36 | -0.09 | -0.79% |
| Goldman Sachs Rising Dividend Gr R | |||