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MLPDX vs MLPTX
MLPDX vs MLPTX Comparison Chart in %
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MLPDX vs. MLPTX 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 MLPTX is a Hold.
FUNDAMENTALS
Fundamentals
MLPDX has more cash in the bank: 4.2B vs. MLPTX (2.18B). MLPDX pays higher dividends than MLPTX: MLPDX (7.09) vs MLPTX (5.27). 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 : 9.06 vs. MLPDX (6.48). MLPTX return over 5 years is better than : 193.39 vs. MLPDX (175.65).
| 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 | 8.748 | 9.271 | 94% |
| 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 | 5.27 | 135% |
| Returns for 1 year | 6.48 | 9.06 | 72% |
| Returns for 3 years | 64.36 | 79.60 | 81% |
| Returns for 5 years | 175.65 | 193.39 | 91% |
| Returns for 10 years | 248.82 | 214.74 | 116% |
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