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MLPEX vs MLPZX
MLPEX vs MLPZX Comparison Chart in %
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MLPEX vs. MLPZX commentary
Sep 08, 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 MLPEX is a Buy and MLPZX is a Hold.
FUNDAMENTALS
Fundamentals
MLPZX has more cash in the bank: 3.91B vs. MLPEX (2.04B). MLPEX pays higher dividends than MLPZX: MLPEX (7.13) vs MLPZX (6.65). MLPEX was incepted earlier than MLPZX: MLPEX (14 years) vs MLPZX (15 years). MLPEX (11.04) is less costly to investors than MLPZX (8.77). MLPEX is a more actively managed with annual turnover of: 20.00 vs. MLPZX (11.00). MLPEX (1000) and MLPZX (1000) have matching initial minimum investment requirements. MLPEX annual gain was more profitable for investors over the last year : 14.89 vs. MLPZX (12.38). MLPZX return over 5 years is better than : 251.49 vs. MLPEX (225.15).
| MLPEX | MLPZX | MLPEX / MLPZX | |
| Total Expense Ratio | 11.04 | 8.77 | 126% |
| Annual Report Gross Expense Ratio | 11.04 | 8.77 | 126% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 4.243 | 4.992 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 3.91B | 52% |
| Annual Yield % from dividends | 7.13 | 6.65 | 107% |
| Returns for 1 year | 14.89 | 12.38 | 120% |
| Returns for 3 years | 70.03 | 65.99 | 106% |
| Returns for 5 years | 225.15 | 251.49 | 90% |
| Returns for 10 years | 75.33 | 101.43 | 74% |
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