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MLOIX vs MLPLX
MLOIX vs MLPLX Comparison Chart in %
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MLOIX vs. MLPLX commentary
Sep 09, 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 MLOIX is a StrongBuy and MLPLX is a Hold.
FUNDAMENTALS
Fundamentals
MLPLX has more cash in the bank: 293M vs. MLOIX (122M). MLPLX pays higher dividends than MLOIX: MLPLX (5.37) vs MLOIX (4.64). MLOIX was incepted earlier than MLPLX: MLOIX (12 years) vs MLPLX (14 years). MLPLX (17.25) is less costly to investors than MLOIX (1.37). MLOIX is a more actively managed with annual turnover of: 220.00 vs. MLPLX (26.00). MLPLX has a lower initial minimum investment than MLOIX: MLPLX (1000) vs MLOIX (100000). MLPLX annual gain was more profitable for investors over the last year : 13.63 vs. MLOIX (12.53). MLPLX return over 5 years is better than : 385.30 vs. MLOIX (149.06).
| MLOIX | MLPLX | MLOIX / MLPLX | |
| Total Expense Ratio | 0.90 | 17.25 | 5% |
| Annual Report Gross Expense Ratio | 1.37 | 17.25 | 8% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 7.327 | 0.345 | 2,122% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 293M | 42% |
| Annual Yield % from dividends | 4.64 | 5.37 | 86% |
| Returns for 1 year | 12.53 | 13.63 | 92% |
| Returns for 3 years | 29.34 | 83.10 | 35% |
| Returns for 5 years | 149.06 | 385.30 | 39% |
| Returns for 10 years | 75.85 | 68.68 | 110% |
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