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MLPOX vs SPMHX
MLPOX vs SPMHX Comparison Chart in %
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MLPOX vs. SPMHX commentary
Jul 12, 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 (1.1B) and SPMHX (1.1B) have equal amount of cash in the bank . SPMHX pays higher dividends than MLPOX: SPMHX (5.20) vs MLPOX (4.93). 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 (17.64) and MLPOX (17.49) have marching annual gain over last year. SPMHX (265.73) and MLPOX (265.47) 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 | 3.111 | 3.161 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 1.1B | 100% |
| Annual Yield % from dividends | 4.93 | 5.20 | 95% |
| Returns for 1 year | 17.49 | 17.64 | 99% |
| Returns for 3 years | 103.03 | 103.38 | 100% |
| Returns for 5 years | 265.47 | 265.73 | 100% |
| Returns for 10 years | 54.15 | N/A | - |