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MLPAX vs SPMHX
MLPAX vs SPMHX Comparison Chart in %
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MLPAX vs. SPMHX commentary
Dec 04, 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 SPMHX is a Hold.
FUNDAMENTALS
Fundamentals
MLPAX (1.05B) and SPMHX (1.05B) have equal amount of cash in the bank . MLPAX (5.71) and SPMHX (5.59) have matching dividends . MLPAX was incepted earlier than SPMHX: MLPAX (16 years) vs SPMHX (7 years). MLPAX (6.63) is less costly to investors than SPMHX (6.29). MLPAX (101.00) and SPMHX (101.00) have comparable annual turnover. MLPAX has a lower initial minimum investment than SPMHX: MLPAX (1000) vs SPMHX (1000000). SPMHX annual gain was more profitable for investors over the last year : -0.33 vs. MLPAX (-0.56). SPMHX (209.99) and MLPAX (206.21) have equivalent 5 years return.
| MLPAX | SPMHX | MLPAX / SPMHX | |
| Total Expense Ratio | 6.63 | 6.29 | 105% |
| Annual Report Gross Expense Ratio | 6.63 | 6.29 | 105% |
| Fund Existence | 16 years | 7 years | - |
| Gain YTD | 3.639 | 3.928 | 93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 1.05B | 100% |
| Annual Yield % from dividends | 5.71 | 5.59 | 102% |
| Returns for 1 year | -0.56 | -0.33 | 173% |
| Returns for 3 years | 68.85 | 70.29 | 98% |
| Returns for 5 years | 206.21 | 209.99 | 98% |
| Returns for 10 years | 127.99 | N/A | - |
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