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MLPTX vs SPMVX
MLPTX vs SPMVX Comparison Chart in %
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MLPTX vs. SPMVX commentary
Sep 19, 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 (2.02B) and SPMVX (2.02B) have equal amount of cash in the bank . SPMVX pays higher dividends than MLPTX: SPMVX (5.80) vs MLPTX (5.49). 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 (14.70) and MLPTX (14.50) have marching annual gain over last year. SPMVX (256.67) and MLPTX (254.84) 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 | 5.673 | 5.762 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.02B | 2.02B | 100% |
| Annual Yield % from dividends | 5.49 | 5.80 | 95% |
| Returns for 1 year | 14.50 | 14.70 | 99% |
| Returns for 3 years | 75.56 | 75.88 | 100% |
| Returns for 5 years | 254.84 | 256.67 | 99% |
| Returns for 10 years | 101.30 | N/A | - |
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