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MLPDX vs MLPTX
MLPDX vs MLPTX Comparison Chart in %
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MLPDX vs. MLPTX 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 MLPTX is a Hold.
FUNDAMENTALS
Fundamentals
MLPDX has more cash in the bank: 3.74B vs. MLPTX (1.94B). MLPDX pays higher dividends than MLPTX: MLPDX (7.45) vs MLPTX (5.56). MLPDX was incepted earlier than MLPTX: MLPDX (16 years) vs MLPTX (16 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 : 8.19 vs. MLPDX (6.66). MLPTX (243.01) and MLPDX (239.11) 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 | 16 years | 16 years | - |
| Gain YTD | 1.284 | 1.905 | 67% |
| 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 | 5.56 | 134% |
| Returns for 1 year | 6.66 | 8.19 | 81% |
| Returns for 3 years | 57.93 | 70.60 | 82% |
| Returns for 5 years | 239.11 | 243.01 | 98% |
| Returns for 10 years | 95.62 | 93.55 | 102% |
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