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MLPTX vs SPMVX
MLPTX vs SPMVX Comparison Chart in %
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MLPTX vs. SPMVX commentary
Aug 30, 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 Buy and SPMVX is a Buy.
FUNDAMENTALS
Fundamentals
MLPTX (2.05B) and SPMVX (2.05B) have equal amount of cash in the bank . SPMVX pays higher dividends than MLPTX: SPMVX (5.74) vs MLPTX (5.44). MLPTX was incepted earlier than SPMVX: MLPTX (15 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). SPMVX (17.59) and MLPTX (17.37) have marching annual gain over last year. SPMVX (227.74) and MLPTX (226.39) 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 | 15 years | 6 years | - |
| Gain YTD | 5.491 | 5.570 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05B | 2.05B | 100% |
| Annual Yield % from dividends | 5.44 | 5.74 | 95% |
| Returns for 1 year | 17.37 | 17.59 | 99% |
| Returns for 3 years | 69.14 | 69.66 | 99% |
| Returns for 5 years | 226.39 | 227.74 | 99% |
| Returns for 10 years | 92.31 | N/A | - |
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