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MLPDX vs MLPEX
MLPDX vs MLPEX Comparison Chart in %
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MLPDX vs. MLPEX commentary
Sep 08, 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 Hold and MLPEX is a Buy.
FUNDAMENTALS
Fundamentals
MLPDX has more cash in the bank: 3.91B vs. MLPEX (2.04B). MLPDX (7.25) and MLPEX (7.13) have matching dividends . MLPDX was incepted earlier than MLPEX: MLPDX (15 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 annual gain was more profitable for investors over the last year : 14.89 vs. MLPDX (12.14). MLPDX return over 5 years is better than : 246.53 vs. MLPEX (225.15).
| MLPDX | MLPEX | MLPDX / MLPEX | |
| Total Expense Ratio | 9.02 | 11.04 | 82% |
| Annual Report Gross Expense Ratio | 9.02 | 11.04 | 82% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | 4.904 | 4.243 | 116% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.91B | 2.04B | 192% |
| Annual Yield % from dividends | 7.25 | 7.13 | 102% |
| Returns for 1 year | 12.14 | 14.89 | 82% |
| Returns for 3 years | 64.79 | 70.03 | 93% |
| Returns for 5 years | 246.53 | 225.15 | 109% |
| Returns for 10 years | 96.68 | 75.33 | 128% |
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