Interact to see
Advertisement
Advertisement
MLPDX vs SPMQX
MLPDX vs SPMQX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MLPDX vs. SPMQX commentary
Dec 04, 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 SPMQX is a Hold.
FUNDAMENTALS
Fundamentals
MLPDX (3.98B) and SPMQX (3.98B) have equal amount of cash in the bank . MLPDX (7.42) and SPMQX (7.26) have matching dividends . MLPDX was incepted earlier than SPMQX: MLPDX (16 years) vs SPMQX (7 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 : 3.81 vs. MLPDX (3.38). SPMQX (187.72) and MLPDX (184.44) 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 | 7 years | - |
| Gain YTD | 7.738 | 8.108 | 95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.98B | 3.98B | 100% |
| Annual Yield % from dividends | 7.42 | 7.26 | 102% |
| Returns for 1 year | 3.38 | 3.81 | 89% |
| Returns for 3 years | 58.29 | 59.37 | 98% |
| Returns for 5 years | 184.44 | 187.72 | 98% |
| Returns for 10 years | 171.98 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement