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MLCPX vs SPMPX
MLCPX vs SPMPX Comparison Chart in %
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MLCPX vs. SPMPX commentary
Sep 08, 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 SPMPX is a Hold.
FUNDAMENTALS
Fundamentals
MLCPX has more cash in the bank: 805M vs. SPMPX (296M). SPMPX (5.23) and MLCPX (5.18) have matching dividends . MLCPX was incepted earlier than SPMPX: MLCPX (11 years) vs SPMPX (6 years). SPMPX (16.93) is less costly to investors than MLCPX (12.21). SPMPX is a more actively managed with annual turnover of: 26.00 vs. MLCPX (15.31). MLCPX has a lower initial minimum investment than SPMPX: MLCPX (2500) vs SPMPX (1000000). SPMPX annual gain was more profitable for investors over the last year : 14.00 vs. MLCPX (9.98). SPMPX return over 5 years is better than : 383.37 vs. MLCPX (249.72).
| MLCPX | SPMPX | MLCPX / SPMPX | |
| Total Expense Ratio | 12.21 | 16.93 | 72% |
| Annual Report Gross Expense Ratio | 12.21 | 16.93 | 72% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 0.871 | 1.523 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 805M | 296M | 272% |
| Annual Yield % from dividends | 5.18 | 5.23 | 99% |
| Returns for 1 year | 9.98 | 14.00 | 71% |
| Returns for 3 years | 66.70 | 94.79 | 70% |
| Returns for 5 years | 249.72 | 383.37 | 65% |
| Returns for 10 years | 58.70 | N/A | - |