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MLPDX vs MLPEX
MLPDX vs MLPEX Comparison Chart in %
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MLPDX vs. MLPEX commentary
Oct 21, 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 MLPDX is a StrongBuy and MLPEX is a Hold.
FUNDAMENTALS
Fundamentals
MLPDX has more cash in the bank: 3.74B vs. MLPEX (1.94B). MLPDX (7.45) and MLPEX (7.24) have matching dividends . MLPDX was incepted earlier than MLPEX: MLPDX (16 years) vs MLPEX (14 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 (7.00) and MLPDX (6.66) have marching annual gain over last year. MLPDX return over 5 years is better than : 239.11 vs. MLPEX (225.97).
| 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 | 14 years | - |
| Gain YTD | 1.284 | 0.931 | 138% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.74B | 1.94B | 193% |
| Annual Yield % from dividends | 7.45 | 7.24 | 103% |
| Returns for 1 year | 6.66 | 7.00 | 95% |
| Returns for 3 years | 57.93 | 65.55 | 88% |
| Returns for 5 years | 239.11 | 225.97 | 106% |
| Returns for 10 years | 95.62 | 74.43 | 128% |
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