Interact to see
Advertisement
Advertisement
MLPOX vs SOAEX
MLPOX vs SOAEX Comparison
Open Charts MLPOX vs SOAEX
MLPOX vs SOAEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MLPOX vs. SOAEX commentary
Jun 14, 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 MLPOX is a Buy and SOAEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MLPOX has more cash in the bank: 1.16B vs. SOAEX (161M). SOAEX pays higher dividends than MLPOX: SOAEX (11.90) vs MLPOX (4.88). MLPOX was incepted earlier than SOAEX: MLPOX (16 years) vs SOAEX (12 years). SOAEX (1.52) is less costly to investors than MLPOX (1.29). MLPOX is a more actively managed with annual turnover of: 50.00 vs. SOAEX (6.00). SOAEX has a lower initial minimum investment than MLPOX: SOAEX (500) vs MLPOX (1000). SOAEX annual gain was more profitable for investors over the last year : 28.67 vs. MLPOX (19.01). MLPOX return over 5 years is better than : 154.43 vs. SOAEX (128.53).
| MLPOX | SOAEX | MLPOX / SOAEX | |
| Total Expense Ratio | 1.29 | 1.52 | 85% |
| Annual Report Gross Expense Ratio | 1.29 | 1.52 | 85% |
| Fund Existence | 16 years | 12 years | - |
| Gain YTD | 18.483 | 26.018 | 71% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 161M | 720% |
| Annual Yield % from dividends | 4.88 | 11.90 | 41% |
| Returns for 1 year | 19.01 | 28.67 | 66% |
| Returns for 3 years | 102.27 | 82.70 | 124% |
| Returns for 5 years | 154.43 | 128.53 | 120% |
| Returns for 10 years | 143.06 | 105.78 | 135% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GQRRX | 18.69 | 0.17 | +0.92% |
| GQG Partners Global Quality Equity R6 | |||
| JSCSX | 22.11 | 0.20 | +0.91% |
| JPMorgan US Small Company I | |||
| CVLCX | 11.93 | 0.08 | +0.68% |
| Calamos Global Opportunities C | |||
| USPCX | 33.27 | 0.12 | +0.36% |
| Union Street Partners Value C | |||
| TIBOX | 38.69 | 0.12 | +0.31% |
| Thornburg Investment Income Builder R6 | |||