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MLOAX vs MLPLX
MLOAX vs MLPLX Comparison Chart in %
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MLOAX vs. MLPLX 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 MLOAX is a StrongBuy and MLPLX is a Hold.
FUNDAMENTALS
Fundamentals
MLPLX has more cash in the bank: 293M vs. MLOAX (121M). MLPLX pays higher dividends than MLOAX: MLPLX (5.37) vs MLOAX (4.33). MLOAX was incepted earlier than MLPLX: MLOAX (12 years) vs MLPLX (14 years). MLPLX (17.25) 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 : 15.11 vs. MLOAX (10.69). MLPLX return over 5 years is better than : 382.14 vs. MLOAX (142.17).
| MLOAX | MLPLX | MLOAX / MLPLX | |
| Total Expense Ratio | 1.25 | 17.25 | 7% |
| Annual Report Gross Expense Ratio | 1.65 | 17.25 | 10% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 7.266 | 2.606 | 279% |
| Front Load | 5% | 6% | 82% |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 293M | 41% |
| Annual Yield % from dividends | 4.33 | 5.37 | 81% |
| Returns for 1 year | 10.69 | 15.11 | 71% |
| Returns for 3 years | 31.48 | 95.53 | 33% |
| Returns for 5 years | 142.17 | 382.14 | 37% |
| Returns for 10 years | 62.53 | 60.88 | 103% |
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