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MLPAX vs SPMJX
MLPAX vs SPMJX Comparison Chart
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MLPAX vs. SPMJX 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 SPMJX is a Buy.
FUNDAMENTALS
Fundamentals
MLPAX has more cash in the bank: 1.1B vs. SPMJX (305M). SPMJX (5.41) and MLPAX (5.38) have matching dividends . MLPAX was incepted earlier than SPMJX: MLPAX (15 years) vs SPMJX (6 years). SPMJX (8.31) is less costly to investors than MLPAX (3.11). 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 annual gain was more profitable for investors over the last year : 27.12 vs. MLPAX (25.73). SPMJX return over 5 years is better than : 341.07 vs. MLPAX (240.30).
| MLPAX | SPMJX | MLPAX / SPMJX | |
| Total Expense Ratio | 3.11 | 8.31 | 37% |
| Annual Report Gross Expense Ratio | 3.11 | 8.31 | 37% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 4.298 | 3.933 | 109% |
| 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 | 5.41 | 99% |
| Returns for 1 year | 25.73 | 27.12 | 95% |
| Returns for 3 years | 92.74 | 110.68 | 84% |
| Returns for 5 years | 240.30 | 341.07 | 70% |
| Returns for 10 years | 48.57 | N/A | - |
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