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MLPTX vs SPMVX
MLPTX vs SPMVX Comparison Chart
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MLPTX vs. SPMVX commentary
Jun 15, 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 MLPTX is a StrongBuy and SPMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MLPTX (2.06B) and SPMVX (2.06B) have equal amount of cash in the bank . SPMVX pays higher dividends than MLPTX: SPMVX (5.76) vs MLPTX (5.46). MLPTX was incepted earlier than SPMVX: MLPTX (15 years) vs SPMVX (6 years). MLPTX (6.37) and SPMVX (6.28) have similar cost to investors . MLPTX (20.00) and SPMVX (20.00) have comparable annual turnover. MLPTX has a lower initial minimum investment than SPMVX: MLPTX (1000) vs SPMVX (1000000). SPMVX (22.79) and MLPTX (22.69) have marching annual gain over last year. SPMVX (233.74) and MLPTX (232.44) have equivalent 5 years return.
| MLPTX | SPMVX | MLPTX / SPMVX | |
| Total Expense Ratio | 6.34 | 6.28 | 101% |
| Annual Report Gross Expense Ratio | 6.37 | 6.28 | 101% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 6.427 | 6.444 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 2.06B | 100% |
| Annual Yield % from dividends | 5.46 | 5.76 | 95% |
| Returns for 1 year | 22.69 | 22.79 | 100% |
| Returns for 3 years | 85.37 | 85.69 | 100% |
| Returns for 5 years | 232.44 | 233.74 | 99% |
| Returns for 10 years | 74.01 | N/A | - |
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