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MLPDX vs SPMQX
MLPDX vs SPMQX Comparison Chart in %
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MLPDX vs. SPMQX commentary
Nov 14, 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 SPMQX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MLPDX (3.88B) and SPMQX (3.88B) have equal amount of cash in the bank . MLPDX (7.64) and SPMQX (7.47) have matching dividends . MLPDX was incepted earlier than SPMQX: MLPDX (16 years) vs SPMQX (6 years). MLPDX (9.02) and SPMQX (8.68) have similar cost to investors . MLPDX (11.00) and SPMQX (11.00) have comparable annual turnover. MLPDX has a lower initial minimum investment than SPMQX: MLPDX (1000) vs SPMQX (1000000). SPMQX annual gain was more profitable for investors over the last year : 9.15 vs. MLPDX (8.59). SPMQX (228.44) and MLPDX (224.85) have equivalent 5 years return.
| MLPDX | SPMQX | MLPDX / SPMQX | |
| Total Expense Ratio | 9.02 | 8.68 | 104% |
| Annual Report Gross Expense Ratio | 9.02 | 8.68 | 104% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 5.228 | 5.647 | 93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.88B | 3.88B | 100% |
| Annual Yield % from dividends | 7.64 | 7.47 | 102% |
| Returns for 1 year | 8.59 | 9.15 | 94% |
| Returns for 3 years | 56.02 | 57.48 | 97% |
| Returns for 5 years | 224.85 | 228.44 | 98% |
| Returns for 10 years | 126.42 | N/A | - |
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