Interact to see
Advertisement
Advertisement
MLCPX vs SPMQX
MLCPX vs SPMQX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MLCPX vs. SPMQX commentary
Jun 16, 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 Buy and SPMQX is a Buy.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.9B vs. MLCPX (838M). SPMQX pays higher dividends than MLCPX: SPMQX (7.10) vs MLCPX (5.24). MLCPX was incepted earlier than SPMQX: MLCPX (11 years) vs SPMQX (6 years). MLCPX (12.21) is less costly to investors than SPMQX (6.24). MLCPX is a more actively managed with annual turnover of: 15.31 vs. SPMQX (11.00). MLCPX has a lower initial minimum investment than SPMQX: MLCPX (2500) vs SPMQX (1000000). MLCPX annual gain was more profitable for investors over the last year : 19.86 vs. SPMQX (16.86). SPMQX return over 5 years is better than : 230.54 vs. MLCPX (217.02).
| MLCPX | SPMQX | MLCPX / SPMQX | |
| Total Expense Ratio | 12.21 | 6.24 | 196% |
| Annual Report Gross Expense Ratio | 12.21 | 6.24 | 196% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 2.781 | 5.969 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 838M | 3.9B | 21% |
| Annual Yield % from dividends | 5.24 | 7.10 | 74% |
| Returns for 1 year | 19.86 | 16.86 | 118% |
| Returns for 3 years | 79.58 | 76.01 | 105% |
| Returns for 5 years | 217.02 | 230.54 | 94% |
| Returns for 10 years | 43.38 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| XOP | 132.78 | 3.45 | +2.67% |
| SPDR® S&P Oil & Gas Explor & Prodtn ETF | |||
| NBSD | 50.88 | -0.04 | -0.07% |
| Neuberger Berman Short Duration Inc ETF | |||
| HMOP | 38.13 | -0.05 | -0.13% |
| Hartford Municipal Opportunities ETF | |||
| BGIG | 30.03 | -0.23 | -0.76% |
| Bahl & Gaynor Income Growth ETF | |||
| EAPR | 27.46 | -0.27 | -0.98% |
| Innovator Em Mkts Pwr Bffr ETF - Apr | |||