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MLCPX vs MLPMX
MLCPX vs MLPMX Comparison Chart in %
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MLCPX vs. MLPMX commentary
Oct 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 MLCPX is a Hold and MLPMX is a Hold.
FUNDAMENTALS
Fundamentals
MLCPX has more cash in the bank: 734M vs. MLPMX (268M). MLPMX pays higher dividends than MLCPX: MLPMX (6.80) vs MLCPX (5.23). MLCPX was incepted earlier than MLPMX: MLCPX (12 years) vs MLPMX (13 years). MLPMX (18.00) is less costly to investors than MLCPX (12.21). MLPMX is a more actively managed with annual turnover of: 26.00 vs. MLCPX (15.31). MLPMX has a lower initial minimum investment than MLCPX: MLPMX (1000) vs MLCPX (2500). MLPMX annual gain was more profitable for investors over the last year : 2.92 vs. MLCPX (1.84). MLPMX return over 5 years is better than : 354.50 vs. MLCPX (248.51).
| MLCPX | MLPMX | MLCPX / MLPMX | |
| Total Expense Ratio | 12.21 | 18.00 | 68% |
| Annual Report Gross Expense Ratio | 12.21 | 18.00 | 68% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | -3.926 | -4.680 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 734M | 268M | 274% |
| Annual Yield % from dividends | 5.23 | 6.80 | 77% |
| Returns for 1 year | 1.84 | 2.92 | 63% |
| Returns for 3 years | 57.93 | 78.39 | 74% |
| Returns for 5 years | 248.51 | 354.50 | 70% |
| Returns for 10 years | 59.04 | 52.56 | 112% |
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