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MLOCX vs MLPFX
MLOCX vs MLPFX Comparison Chart
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MLOCX vs. MLPFX 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 MLOCX is a Buy and MLPFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MLPFX has more cash in the bank: 2.06B vs. MLOCX (117M). MLPFX pays higher dividends than MLOCX: MLPFX (5.90) vs MLOCX (4.28). MLOCX was incepted earlier than MLPFX: MLOCX (11 years) vs MLPFX (15 years). MLPFX (6.62) is less costly to investors than MLOCX (2.30). MLOCX is a more actively managed with annual turnover of: 220.00 vs. MLPFX (20.00). MLOCX has a lower initial minimum investment than MLPFX: MLOCX (0) vs MLPFX (1000). MLPFX annual gain was more profitable for investors over the last year : 22.35 vs. MLOCX (5.82). MLPFX return over 5 years is better than : 227.95 vs. MLOCX (122.20).
| MLOCX | MLPFX | MLOCX / MLPFX | |
| Total Expense Ratio | 1.90 | 6.59 | 29% |
| Annual Report Gross Expense Ratio | 2.30 | 6.62 | 35% |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | 4.422 | 6.248 | 71% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117M | 2.06B | 6% |
| Annual Yield % from dividends | 4.28 | 5.90 | 72% |
| Returns for 1 year | 5.82 | 22.35 | 26% |
| Returns for 3 years | 29.23 | 83.87 | 35% |
| Returns for 5 years | 122.20 | 227.95 | 54% |
| Returns for 10 years | 22.54 | 69.44 | 32% |
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