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MLPAX vs SPMHX
MLPAX vs SPMHX Comparison Chart in %
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MLPAX vs. SPMHX 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 SPMHX is a Hold.
FUNDAMENTALS
Fundamentals
MLPAX (1.02B) and SPMHX (1.01B) have equal amount of cash in the bank . MLPAX (5.63) and SPMHX (5.51) have matching dividends . MLPAX was incepted earlier than SPMHX: MLPAX (16 years) vs SPMHX (6 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 (6.09) and MLPAX (5.81) have marching annual gain over last year. SPMHX (257.56) and MLPAX (253.61) 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 | 6 years | - |
| Gain YTD | -1.770 | -1.504 | 118% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 1.01B | 100% |
| Annual Yield % from dividends | 5.63 | 5.51 | 102% |
| Returns for 1 year | 5.81 | 6.09 | 95% |
| Returns for 3 years | 70.75 | 72.38 | 98% |
| Returns for 5 years | 253.61 | 257.56 | 98% |
| Returns for 10 years | 67.63 | N/A | - |
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