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MLPAX vs SPMGX
MLPAX vs SPMGX Comparison Chart in %
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MLPAX vs. SPMGX commentary
Oct 19, 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 Hold and SPMGX is a Hold.
FUNDAMENTALS
Fundamentals
MLPAX (1.02B) and SPMGX (1.01B) have equal amount of cash in the bank . SPMGX (5.76) and MLPAX (5.63) have matching dividends . MLPAX was incepted earlier than SPMGX: MLPAX (16 years) vs SPMGX (6 years). SPMGX (6.88) and MLPAX (6.63) have similar cost to investors . MLPAX (101.00) and SPMGX (101.00) have comparable annual turnover. MLPAX (1000) and SPMGX (1000) have matching initial minimum investment requirements. MLPAX (5.81) and SPMGX (5.54) have marching annual gain over last year. MLPAX (253.61) and SPMGX (247.91) have equivalent 5 years return.
| MLPAX | SPMGX | MLPAX / SPMGX | |
| Total Expense Ratio | 6.63 | 6.88 | 96% |
| Annual Report Gross Expense Ratio | 6.63 | 6.88 | 96% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | -1.770 | -1.934 | 92% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 1.01B | 100% |
| Annual Yield % from dividends | 5.63 | 5.76 | 98% |
| Returns for 1 year | 5.81 | 5.54 | 105% |
| Returns for 3 years | 70.75 | 69.35 | 102% |
| Returns for 5 years | 253.61 | 247.91 | 102% |
| Returns for 10 years | 67.63 | N/A | - |
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