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MLPDX vs MLPTX
MLPDX vs MLPTX Comparison Chart in %
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MLPDX vs. MLPTX 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 MLPTX is a Buy.
FUNDAMENTALS
Fundamentals
MLPDX has more cash in the bank: 3.91B vs. MLPTX (2.04B). MLPDX pays higher dividends than MLPTX: MLPDX (7.25) vs MLPTX (5.49). MLPDX was incepted earlier than MLPTX: MLPDX (15 years) vs MLPTX (15 years). MLPTX (10.04) is less costly to investors than MLPDX (9.02). MLPTX is a more actively managed with annual turnover of: 20.00 vs. MLPDX (11.00). MLPDX (1000) and MLPTX (1000) have matching initial minimum investment requirements. MLPTX annual gain was more profitable for investors over the last year : 15.98 vs. MLPDX (12.14). MLPDX (246.53) and MLPTX (242.39) have equivalent 5 years return.
| MLPDX | MLPTX | MLPDX / MLPTX | |
| Total Expense Ratio | 9.02 | 10.04 | 90% |
| Annual Report Gross Expense Ratio | 9.02 | 10.04 | 90% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 4.904 | 5.126 | 96% |
| 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 | 5.49 | 132% |
| Returns for 1 year | 12.14 | 15.98 | 76% |
| Returns for 3 years | 64.79 | 75.19 | 86% |
| Returns for 5 years | 246.53 | 242.39 | 102% |
| Returns for 10 years | 96.68 | 94.56 | 102% |
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