MLOZX
Price
$8.93
Change
-$0.00 (-0.00%)
Updated
Jul 25 closing price
Net Assets
116.17M
SPMJX
Price
$5.83
Change
-$0.02 (-0.34%)
Updated
Jul 25 closing price
Net Assets
304.84M
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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$8.93
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets116.17M
Invesco SteelPath MLP Alpha Plus R
Price$5.83
Change-$0.02 (-0.34%)
VolumeN/A
Net Assets304.84M
MLOZX vs SPMJX Comparison Chart in %
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MLOZX vs. SPMJX commentary
Jul 27, 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 (116M). 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 : 18.20 vs. MLOZX (8.25). SPMJX return over 5 years is better than : 357.89 vs. MLOZX (144.31).
MLOZXSPMJXMLOZX / SPMJX
Total Expense Ratio0.908.3111%
Annual Report Gross Expense Ratio1.308.3116%
Fund Existence12 years6 years-
Gain YTD7.1981.996361%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets116M305M38%
Annual Yield % from dividends4.905.2993%
Returns for 1 year8.2518.2045%
Returns for 3 years36.11105.3534%
Returns for 5 years144.31357.8940%
Returns for 10 years51.30N/A-
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