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MLPOX vs SPMHX
MLPOX vs SPMHX Comparison Chart
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MLPOX vs. SPMHX 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 MLPOX is a Hold and SPMHX is a Hold.
FUNDAMENTALS
Fundamentals
MLPOX (1.18B) and SPMHX (1.18B) have equal amount of cash in the bank . SPMHX pays higher dividends than MLPOX: SPMHX (4.79) vs MLPOX (4.55). MLPOX was incepted earlier than SPMHX: MLPOX (15 years) vs SPMHX (6 years). MLPOX (2.86) and SPMHX (2.76) have similar cost to investors . MLPOX (101.00) and SPMHX (101.00) have comparable annual turnover. MLPOX has a lower initial minimum investment than SPMHX: MLPOX (1000) vs SPMHX (1000000). SPMHX (10.05) and MLPOX (9.93) have marching annual gain over last year. MLPOX (309.81) and SPMHX (309.58) have equivalent 5 years return.
| MLPOX | SPMHX | MLPOX / SPMHX | |
| Total Expense Ratio | 2.86 | 2.76 | 104% |
| Annual Report Gross Expense Ratio | 2.86 | 2.76 | 104% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | -7.843 | -7.797 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 1.18B | 100% |
| Annual Yield % from dividends | 4.55 | 4.79 | 95% |
| Returns for 1 year | 9.93 | 10.05 | 99% |
| Returns for 3 years | 63.80 | 63.92 | 100% |
| Returns for 5 years | 309.81 | 309.58 | 100% |
| Returns for 10 years | 32.71 | N/A | - |