MLOZX
Price
$8.82
Change
+$0.09 (+1.03%)
Updated
Jul 3 closing price
Net Assets
117.21M
SPMJX
Price
$5.89
Change
-$0.03 (-0.51%)
Updated
Jul 3 closing price
Net Assets
305.31M
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MLOZX vs SPMJX

Header iconMLOZX vs SPMJX Comparison
Open Charts MLOZX vs SPMJXBanner chart's image
Cohen & Steers Future of Energy Z
Price$8.82
Change+$0.09 (+1.03%)
VolumeN/A
Net Assets117.21M
Invesco SteelPath MLP Alpha Plus R
Price$5.89
Change-$0.03 (-0.51%)
VolumeN/A
Net Assets305.31M
MLOZX vs SPMJX Comparison Chart in %
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MLOZX vs. SPMJX commentary
Jul 06, 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 Buy and SPMJX is a Buy.

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FUNDAMENTALS
Fundamentals
SPMJX has more cash in the bank: 305M vs. MLOZX (117M). SPMJX pays higher dividends than MLOZX: SPMJX (5.29) vs MLOZX (4.90). MLOZX was incepted earlier than SPMJX: MLOZX (12 years) vs SPMJX (6 years). SPMJX (8.31) is less costly to investors than MLOZX (1.30). MLOZX is a more actively managed with annual turnover of: 220.00 vs. SPMJX (26.00). MLOZX has a lower initial minimum investment than SPMJX: MLOZX (0) vs SPMJX (1000). SPMJX annual gain was more profitable for investors over the last year : 17.61 vs. MLOZX (7.79). SPMJX return over 5 years is better than : 362.89 vs. MLOZX (140.80).
MLOZXSPMJXMLOZX / SPMJX
Total Expense Ratio0.908.3111%
Annual Report Gross Expense Ratio1.308.3116%
Fund Existence12 years6 years-
Gain YTD5.8783.046193%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets117M305M38%
Annual Yield % from dividends4.905.2993%
Returns for 1 year7.7917.6144%
Returns for 3 years39.80125.4032%
Returns for 5 years140.80362.8939%
Returns for 10 years42.61N/A-
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