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MLPMX vs SPMQX
MLPMX vs SPMQX Comparison Chart in %
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MLPMX vs. SPMQX commentary
Oct 10, 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 Hold and SPMQX is a Hold.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.83B vs. MLPMX (283M). SPMQX pays higher dividends than MLPMX: SPMQX (7.29) vs MLPMX (6.80). MLPMX was incepted earlier than SPMQX: MLPMX (13 years) vs SPMQX (6 years). MLPMX (8.81) and SPMQX (8.68) have similar cost to investors . MLPMX is a more actively managed with annual turnover of: 26.00 vs. SPMQX (11.00). MLPMX has a lower initial minimum investment than SPMQX: MLPMX (1000) vs SPMQX (1000000). SPMQX annual gain was more profitable for investors over the last year : 7.08 vs. MLPMX (4.99). MLPMX return over 5 years is better than : 364.62 vs. SPMQX (243.43).
| MLPMX | SPMQX | MLPMX / SPMQX | |
| Total Expense Ratio | 8.81 | 8.68 | 101% |
| Annual Report Gross Expense Ratio | 8.81 | 8.68 | 101% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | -2.557 | 2.307 | -111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 3.83B | 7% |
| Annual Yield % from dividends | 6.80 | 7.29 | 93% |
| Returns for 1 year | 4.99 | 7.08 | 70% |
| Returns for 3 years | 97.62 | 68.03 | 143% |
| Returns for 5 years | 364.62 | 243.43 | 150% |
| Returns for 10 years | 53.02 | N/A | - |
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