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MLPAX vs MLPMX
MLPAX vs MLPMX Comparison Chart
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MLPAX vs. MLPMX commentary
Jun 16, 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 MLPAX is a Buy and MLPMX is a Buy.
FUNDAMENTALS
Fundamentals
MLPAX has more cash in the bank: 1.1B vs. MLPMX (305M). MLPMX pays higher dividends than MLPAX: MLPMX (6.44) vs MLPAX (5.38). MLPAX was incepted earlier than MLPMX: MLPAX (15 years) vs MLPMX (13 years). MLPMX (8.81) is less costly to investors than MLPAX (3.11). MLPAX is a more actively managed with annual turnover of: 101.00 vs. MLPMX (26.00). MLPAX (1000) and MLPMX (1000) have matching initial minimum investment requirements. MLPMX (26.35) and MLPAX (25.73) have marching annual gain over last year. MLPMX return over 5 years is better than : 329.58 vs. MLPAX (240.30).
| MLPAX | MLPMX | MLPAX / MLPMX | |
| Total Expense Ratio | 3.11 | 8.81 | 35% |
| Annual Report Gross Expense Ratio | 3.11 | 8.81 | 35% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 4.298 | 3.854 | 112% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 305M | 359% |
| Annual Yield % from dividends | 5.38 | 6.44 | 84% |
| Returns for 1 year | 25.73 | 26.35 | 98% |
| Returns for 3 years | 92.74 | 107.84 | 86% |
| Returns for 5 years | 240.30 | 329.58 | 73% |
| Returns for 10 years | 48.57 | 20.51 | 237% |
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