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MLPTX vs SPMWX
MLPTX vs SPMWX Comparison Chart
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MLPTX vs. SPMWX commentary
Apr 11, 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 SPMWX is a Buy.
FUNDAMENTALS
Fundamentals
MLPTX (2.21B) and SPMWX (2.21B) have equal amount of cash in the bank . SPMWX pays higher dividends than MLPTX: SPMWX (5.57) vs MLPTX (5.07). MLPTX was incepted earlier than SPMWX: MLPTX (15 years) vs SPMWX (6 years). SPMWX (6.87) is less costly to investors than MLPTX (6.37). MLPTX (20.00) and SPMWX (20.00) have comparable annual turnover. MLPTX (1000) and SPMWX (1000) have matching initial minimum investment requirements. MLPTX annual gain was more profitable for investors over the last year : 9.95 vs. SPMWX (9.40). MLPTX (318.55) and SPMWX (307.95) have equivalent 5 years return.
| MLPTX | SPMWX | MLPTX / SPMWX | |
| Total Expense Ratio | 6.34 | 6.84 | 93% |
| Annual Report Gross Expense Ratio | 6.37 | 6.87 | 93% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | -5.689 | -5.887 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.21B | 2.21B | 100% |
| Annual Yield % from dividends | 5.07 | 5.57 | 91% |
| Returns for 1 year | 9.95 | 9.40 | 106% |
| Returns for 3 years | 57.56 | 55.16 | 104% |
| Returns for 5 years | 318.55 | 307.95 | 103% |
| Returns for 10 years | 51.66 | N/A | - |
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