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MLPAX vs SPMJX
MLPAX vs SPMJX Comparison Chart in %
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MLPAX vs. SPMJX commentary
Sep 09, 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 StrongBuy and SPMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MLPAX has more cash in the bank: 1.06B vs. SPMJX (290M). MLPAX (5.48) and SPMJX (5.46) have matching dividends . MLPAX was incepted earlier than SPMJX: MLPAX (15 years) vs SPMJX (6 years). SPMJX (17.50) is less costly to investors than MLPAX (6.63). MLPAX is a more actively managed with annual turnover of: 101.00 vs. SPMJX (26.00). MLPAX (1000) and SPMJX (1000) have matching initial minimum investment requirements. SPMJX (13.58) and MLPAX (13.28) have marching annual gain over last year. SPMJX return over 5 years is better than : 372.43 vs. MLPAX (253.49).
| MLPAX | SPMJX | MLPAX / SPMJX | |
| Total Expense Ratio | 6.63 | 17.50 | 38% |
| Annual Report Gross Expense Ratio | 6.63 | 17.50 | 38% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 1.780 | 1.243 | 143% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 290M | 364% |
| Annual Yield % from dividends | 5.48 | 5.46 | 100% |
| Returns for 1 year | 13.28 | 13.58 | 98% |
| Returns for 3 years | 77.60 | 91.94 | 84% |
| Returns for 5 years | 253.49 | 372.43 | 68% |
| Returns for 10 years | 63.77 | N/A | - |
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