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MLPMX vs SPMJX
MLPMX vs SPMJX Comparison Chart in %
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MLPMX vs. SPMJX commentary
Aug 31, 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 MLPMX is a Buy and SPMJX is a Buy.
FUNDAMENTALS
Fundamentals
MLPMX (299M) and SPMJX (299M) have equal amount of cash in the bank . MLPMX pays higher dividends than SPMJX: MLPMX (6.53) vs SPMJX (5.46). MLPMX was incepted earlier than SPMJX: MLPMX (13 years) vs SPMJX (6 years). MLPMX (8.81) is less costly to investors than SPMJX (8.31). MLPMX (26.00) and SPMJX (26.00) have comparable annual turnover. MLPMX (1000) and SPMJX (1000) have matching initial minimum investment requirements. SPMJX annual gain was more profitable for investors over the last year : 16.05 vs. MLPMX (14.90). SPMJX (355.79) and MLPMX (342.63) have equivalent 5 years return.
| MLPMX | SPMJX | MLPMX / SPMJX | |
| Total Expense Ratio | 8.81 | 8.31 | 106% |
| Annual Report Gross Expense Ratio | 8.81 | 8.31 | 106% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 2.979 | 3.726 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 299M | 100% |
| Annual Yield % from dividends | 6.53 | 5.46 | 120% |
| Returns for 1 year | 14.90 | 16.05 | 93% |
| Returns for 3 years | 88.05 | 91.35 | 96% |
| Returns for 5 years | 342.63 | 355.79 | 96% |
| Returns for 10 years | 50.38 | N/A | - |
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