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MLPDX vs MLPEX
MLPDX vs MLPEX Comparison Chart in %
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MLPDX vs. MLPEX commentary
Feb 05, 2026
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 MLPDX is a Hold and MLPEX is a Hold.
FUNDAMENTALS
Fundamentals
MLPDX has more cash in the bank: 4.2B vs. MLPEX (2.18B). MLPDX (7.09) and MLPEX (6.92) have matching dividends . MLPDX was incepted earlier than MLPEX: MLPDX (16 years) vs MLPEX (15 years). MLPEX (11.04) is less costly to investors than MLPDX (9.02). MLPEX is a more actively managed with annual turnover of: 20.00 vs. MLPDX (11.00). MLPDX (1000) and MLPEX (1000) have matching initial minimum investment requirements. MLPEX annual gain was more profitable for investors over the last year : 7.52 vs. MLPDX (6.48). MLPEX (178.19) and MLPDX (175.65) have equivalent 5 years return.
| MLPDX | MLPEX | MLPDX / MLPEX | |
| Total Expense Ratio | 9.02 | 11.04 | 82% |
| Annual Report Gross Expense Ratio | 9.02 | 11.04 | 82% |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | 8.748 | 9.071 | 96% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.2B | 2.18B | 193% |
| Annual Yield % from dividends | 7.09 | 6.92 | 102% |
| Returns for 1 year | 6.48 | 7.52 | 86% |
| Returns for 3 years | 64.36 | 73.63 | 87% |
| Returns for 5 years | 175.65 | 178.19 | 99% |
| Returns for 10 years | 248.82 | 182.95 | 136% |
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