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MLPTX vs SPMVX
MLPTX vs SPMVX Comparison Chart in %
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MLPTX vs. SPMVX commentary
Oct 16, 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 Hold and SPMVX is a Hold.
FUNDAMENTALS
Fundamentals
MLPTX (1.95B) and SPMVX (1.95B) have equal amount of cash in the bank . SPMVX pays higher dividends than MLPTX: SPMVX (5.87) vs MLPTX (5.56). MLPTX was incepted earlier than SPMVX: MLPTX (16 years) vs SPMVX (6 years). MLPTX (10.04) and SPMVX (9.93) 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). MLPTX (8.42) and SPMVX (8.40) have marching annual gain over last year. SPMVX (244.33) and MLPTX (243.74) have equivalent 5 years return.
| MLPTX | SPMVX | MLPTX / SPMVX | |
| Total Expense Ratio | 10.04 | 9.93 | 101% |
| Annual Report Gross Expense Ratio | 10.04 | 9.93 | 101% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 2.125 | 2.129 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.95B | 1.95B | 100% |
| Annual Yield % from dividends | 5.56 | 5.87 | 95% |
| Returns for 1 year | 8.42 | 8.40 | 100% |
| Returns for 3 years | 77.49 | 77.75 | 100% |
| Returns for 5 years | 243.74 | 244.33 | 100% |
| Returns for 10 years | 92.66 | N/A | - |
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