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MLOZX vs MLPLX
MLOZX vs MLPLX Comparison Chart in %
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MLOZX 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 MLOZX is a StrongBuy and MLPLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MLPLX has more cash in the bank: 293M vs. MLOZX (122M). MLPLX pays higher dividends than MLOZX: MLPLX (5.37) vs MLOZX (4.64). MLOZX was incepted earlier than MLPLX: MLOZX (12 years) vs MLPLX (14 years). MLPLX (17.25) is less costly to investors than MLOZX (1.30). MLOZX is a more actively managed with annual turnover of: 220.00 vs. MLPLX (26.00). MLOZX has a lower initial minimum investment than MLPLX: MLOZX (0) vs MLPLX (1000). MLPLX annual gain was more profitable for investors over the last year : 13.75 vs. MLOZX (11.05). MLPLX return over 5 years is better than : 376.42 vs. MLOZX (146.94).
| MLOZX | MLPLX | MLOZX / MLPLX | |
| Total Expense Ratio | 0.90 | 17.25 | 5% |
| Annual Report Gross Expense Ratio | 1.30 | 17.25 | 8% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 7.438 | 1.389 | 536% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | 11.05 | 13.75 | 80% |
| Returns for 3 years | 33.01 | 93.21 | 35% |
| Returns for 5 years | 146.94 | 376.42 | 39% |
| Returns for 10 years | 68.45 | 58.97 | 116% |
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