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MLOCX vs MLPFX
MLOCX vs MLPFX Comparison Chart in %
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MLOCX vs. MLPFX 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 MLOCX is a Buy and MLPFX is a Buy.
FUNDAMENTALS
Fundamentals
MLPFX has more cash in the bank: 2.05B vs. MLOCX (121M). MLPFX pays higher dividends than MLOCX: MLPFX (5.90) vs MLOCX (3.81). MLOCX was incepted earlier than MLPFX: MLOCX (12 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 : 17.16 vs. MLOCX (4.57). MLPFX return over 5 years is better than : 202.33 vs. MLOCX (111.90).
| MLOCX | MLPFX | MLOCX / MLPFX | |
| Total Expense Ratio | 1.90 | 6.59 | 29% |
| Annual Report Gross Expense Ratio | 2.30 | 6.62 | 35% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 5.015 | 4.531 | 111% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 2.05B | 6% |
| Annual Yield % from dividends | 3.81 | 5.90 | 65% |
| Returns for 1 year | 4.57 | 17.16 | 27% |
| Returns for 3 years | 22.63 | 70.95 | 32% |
| Returns for 5 years | 111.90 | 202.33 | 55% |
| Returns for 10 years | 40.65 | 83.80 | 49% |
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