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MLPAX vs SPMJX
MLPAX vs SPMJX Comparison Chart in %
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MLPAX vs. SPMJX commentary
Jul 06, 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). MLPAX (5.30) and SPMJX (5.29) 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 (17.61) and MLPAX (17.16) have marching annual gain over last year. SPMJX return over 5 years is better than : 362.89 vs. MLPAX (251.98).
| 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 | 3.707 | 3.046 | 122% |
| 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 | 5.30 | 5.29 | 100% |
| Returns for 1 year | 17.16 | 17.61 | 97% |
| Returns for 3 years | 102.57 | 125.40 | 82% |
| Returns for 5 years | 251.98 | 362.89 | 69% |
| Returns for 10 years | 54.24 | N/A | - |
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