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MLPEX vs SPMVX
MLPEX vs SPMVX Comparison Chart in %
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MLPEX vs. SPMVX commentary
Sep 07, 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 SPMVX is a Buy.
FUNDAMENTALS
Fundamentals
MLPEX (2.05B) and SPMVX (2.05B) have equal amount of cash in the bank . MLPEX pays higher dividends than SPMVX: MLPEX (7.13) vs SPMVX (5.80). MLPEX was incepted earlier than SPMVX: MLPEX (14 years) vs SPMVX (6 years). MLPEX (11.04) is less costly to investors than SPMVX (9.93). MLPEX (20.00) and SPMVX (20.00) have comparable annual turnover. MLPEX has a lower initial minimum investment than SPMVX: MLPEX (1000) vs SPMVX (1000000). SPMVX annual gain was more profitable for investors over the last year : 17.02 vs. MLPEX (14.89). SPMVX return over 5 years is better than : 246.25 vs. MLPEX (225.15).
| MLPEX | SPMVX | MLPEX / SPMVX | |
| Total Expense Ratio | 11.04 | 9.93 | 111% |
| Annual Report Gross Expense Ratio | 11.04 | 9.93 | 111% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 4.243 | 5.993 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05B | 2.05B | 100% |
| Annual Yield % from dividends | 7.13 | 5.80 | 123% |
| Returns for 1 year | 14.89 | 17.02 | 87% |
| Returns for 3 years | 70.03 | 76.82 | 91% |
| Returns for 5 years | 225.15 | 246.25 | 91% |
| Returns for 10 years | 75.33 | N/A | - |
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