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MLPFX vs SPMWX
MLPFX vs SPMWX Comparison Chart
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MLPFX vs. SPMWX commentary
Apr 11, 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 Buy and SPMWX is a Buy.
FUNDAMENTALS
Fundamentals
MLPFX (2.21B) and SPMWX (2.21B) have equal amount of cash in the bank . SPMWX (5.57) and MLPFX (5.47) have matching dividends . MLPFX was incepted earlier than SPMWX: MLPFX (15 years) vs SPMWX (6 years). SPMWX (6.87) and MLPFX (6.62) have similar cost to investors . MLPFX (20.00) and SPMWX (20.00) have comparable annual turnover. MLPFX (1000) and SPMWX (1000) have matching initial minimum investment requirements. MLPFX (9.66) and SPMWX (9.40) have marching annual gain over last year. MLPFX (313.60) and SPMWX (307.95) have equivalent 5 years return.
| MLPFX | SPMWX | MLPFX / SPMWX | |
| Total Expense Ratio | 6.59 | 6.84 | 96% |
| Annual Report Gross Expense Ratio | 6.62 | 6.87 | 96% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | -5.794 | -5.887 | 98% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.21B | 2.21B | 100% |
| Annual Yield % from dividends | 5.47 | 5.57 | 98% |
| Returns for 1 year | 9.66 | 9.40 | 103% |
| Returns for 3 years | 56.49 | 55.16 | 102% |
| Returns for 5 years | 313.60 | 307.95 | 102% |
| Returns for 10 years | 47.59 | N/A | - |
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