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MLPZX vs SPMQX
MLPZX vs SPMQX Comparison Chart
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MLPZX vs. SPMQX commentary
Jun 07, 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 MLPZX is a Buy and SPMQX is a Buy.
FUNDAMENTALS
Fundamentals
MLPZX (3.83B) and SPMQX (3.83B) have equal amount of cash in the bank . SPMQX pays higher dividends than MLPZX: SPMQX (7.10) vs MLPZX (6.66). MLPZX was incepted earlier than SPMQX: MLPZX (15 years) vs SPMQX (6 years). MLPZX (6.31) and SPMQX (6.24) have similar cost to investors . MLPZX (11.00) and SPMQX (11.00) have comparable annual turnover. MLPZX has a lower initial minimum investment than SPMQX: MLPZX (1000) vs SPMQX (1000000). SPMQX (14.02) and MLPZX (13.85) have marching annual gain over last year. SPMQX (187.23) and MLPZX (186.43) have equivalent 5 years return.
| MLPZX | SPMQX | MLPZX / SPMQX | |
| Total Expense Ratio | 6.31 | 6.24 | 101% |
| Annual Report Gross Expense Ratio | 6.31 | 6.24 | 101% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 3.347 | 3.397 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.83B | 3.83B | 100% |
| Annual Yield % from dividends | 6.66 | 7.10 | 94% |
| Returns for 1 year | 13.85 | 14.02 | 99% |
| Returns for 3 years | 58.30 | 58.17 | 100% |
| Returns for 5 years | 186.43 | 187.23 | 100% |
| Returns for 10 years | 67.12 | N/A | - |
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