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MLORX vs MLPTX
MLORX vs MLPTX Comparison Chart in %
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MLORX vs. MLPTX commentary
Sep 29, 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 MLORX is a Buy and MLPTX is a Buy.
FUNDAMENTALS
Fundamentals
MLPTX has more cash in the bank: 2.06B vs. MLORX (122M). MLPTX pays higher dividends than MLORX: MLPTX (5.49) vs MLORX (4.18). MLORX was incepted earlier than MLPTX: MLORX (11 years) vs MLPTX (16 years). MLPTX (10.04) is less costly to investors than MLORX (1.80). MLORX is a more actively managed with annual turnover of: 220.00 vs. MLPTX (20.00). MLORX has a lower initial minimum investment than MLPTX: MLORX (0) vs MLPTX (1000). MLPTX annual gain was more profitable for investors over the last year : 17.81 vs. MLORX (15.12). MLPTX return over 5 years is better than : 286.41 vs. MLORX (181.05).
| MLORX | MLPTX | MLORX / MLPTX | |
| Total Expense Ratio | 1.40 | 10.04 | 14% |
| Annual Report Gross Expense Ratio | 1.80 | 10.04 | 18% |
| Fund Existence | 11 years | 16 years | - |
| Gain YTD | 13.501 | 7.640 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 2.06B | 6% |
| Annual Yield % from dividends | 4.18 | 5.49 | 76% |
| Returns for 1 year | 15.12 | 17.81 | 85% |
| Returns for 3 years | 53.54 | 101.99 | 52% |
| Returns for 5 years | 181.05 | 286.41 | 63% |
| Returns for 10 years | 103.07 | 143.30 | 72% |
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