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MLOAX vs MLPLX
MLOAX vs MLPLX Comparison Chart in %
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MLOAX vs. MLPLX commentary
Aug 18, 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 MLOAX is a Buy and MLPLX is a Hold.
FUNDAMENTALS
Fundamentals
MLPLX has more cash in the bank: 299M vs. MLOAX (121M). MLPLX pays higher dividends than MLOAX: MLPLX (5.24) vs MLOAX (4.40). MLOAX was incepted earlier than MLPLX: MLOAX (12 years) vs MLPLX (14 years). MLPLX (8.06) is less costly to investors than MLOAX (1.65). MLOAX is a more actively managed with annual turnover of: 220.00 vs. MLPLX (26.00). MLPLX initial investment is less costly to investors than MLOAX (5%) vs MLOAX (5%). MLOAX has a lower initial minimum investment than MLPLX: MLOAX (0) vs MLPLX (1000). MLPLX annual gain was more profitable for investors over the last year : 16.00 vs. MLOAX (5.35). MLPLX return over 5 years is better than : 320.71 vs. MLOAX (118.89).
| MLOAX | MLPLX | MLOAX / MLPLX | |
| Total Expense Ratio | 1.25 | 8.06 | 16% |
| Annual Report Gross Expense Ratio | 1.65 | 8.06 | 20% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 5.585 | 1.584 | 353% |
| Front Load | 5% | 6% | 82% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 299M | 40% |
| Annual Yield % from dividends | 4.40 | 5.24 | 84% |
| Returns for 1 year | 5.35 | 16.00 | 33% |
| Returns for 3 years | 25.19 | 86.90 | 29% |
| Returns for 5 years | 118.89 | 320.71 | 37% |
| Returns for 10 years | 50.27 | 47.77 | 105% |
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