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MLPTX vs SPMVX
MLPTX vs SPMVX Comparison Chart
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MLPTX vs. SPMVX commentary
Apr 04, 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 (2.21B) and SPMVX (2.21B) have equal amount of cash in the bank . SPMVX pays higher dividends than MLPTX: SPMVX (5.34) vs MLPTX (5.07). 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 (28.00) and MLPTX (27.87) have marching annual gain over last year. SPMVX (457.61) and MLPTX (456.57) 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 | 10.848 | 10.884 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.21B | 2.21B | 100% |
| Annual Yield % from dividends | 5.07 | 5.34 | 95% |
| Returns for 1 year | 27.87 | 28.00 | 100% |
| Returns for 3 years | 86.25 | 86.58 | 100% |
| Returns for 5 years | 456.57 | 457.61 | 100% |
| Returns for 10 years | 79.74 | N/A | - |
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