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MLPOX vs SPMHX
MLPOX vs SPMHX Comparison Chart in %
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MLPOX vs. SPMHX commentary
Sep 08, 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 StrongBuy and SPMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MLPOX (1.06B) and SPMHX (1.06B) have equal amount of cash in the bank . SPMHX pays higher dividends than MLPOX: SPMHX (5.36) vs MLPOX (5.09). 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 (13.58) and MLPOX (13.50) have marching annual gain over last year. SPMHX (258.35) and MLPOX (258.03) 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 | 1.881 | 1.982 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 1.06B | 100% |
| Annual Yield % from dividends | 5.09 | 5.36 | 95% |
| Returns for 1 year | 13.50 | 13.58 | 99% |
| Returns for 3 years | 79.04 | 79.17 | 100% |
| Returns for 5 years | 258.03 | 258.35 | 100% |
| Returns for 10 years | 68.16 | N/A | - |
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