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MLPDX vs SPMQX
MLPDX vs SPMQX Comparison Chart in %
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MLPDX vs. SPMQX commentary
Jan 16, 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 SPMQX is a Hold.
FUNDAMENTALS
Fundamentals
SPMQX (4.05B) and MLPDX (4.05B) have equal amount of cash in the bank . MLPDX (7.51) and SPMQX (7.34) 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 (5.88) and MLPDX (5.66) have marching annual gain over last year. SPMQX (171.01) and MLPDX (167.17) 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 | 4.369 | 4.268 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.05B | 4.05B | 100% |
| Annual Yield % from dividends | 7.51 | 7.34 | 102% |
| Returns for 1 year | 5.66 | 5.88 | 96% |
| Returns for 3 years | 59.81 | 60.83 | 98% |
| Returns for 5 years | 167.17 | 171.01 | 98% |
| Returns for 10 years | 253.14 | N/A | - |
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