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MLPEX vs SPMVX
MLPEX vs SPMVX Comparison Chart in %
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MLPEX vs. SPMVX commentary
Feb 04, 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 MLPEX is a Hold and SPMVX is a Hold.
FUNDAMENTALS
Fundamentals
MLPEX (2.16B) and SPMVX (2.14B) have equal amount of cash in the bank . MLPEX pays higher dividends than SPMVX: MLPEX (6.92) vs SPMVX (5.57). MLPEX was incepted earlier than SPMVX: MLPEX (15 years) vs SPMVX (7 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 : 8.58 vs. MLPEX (7.18). SPMVX return over 5 years is better than : 191.52 vs. MLPEX (176.03).
| MLPEX | SPMVX | MLPEX / SPMVX | |
| Total Expense Ratio | 11.04 | 9.93 | 111% |
| Annual Report Gross Expense Ratio | 11.04 | 9.93 | 111% |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | 6.957 | 7.124 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 2.14B | 101% |
| Annual Yield % from dividends | 6.92 | 5.57 | 124% |
| Returns for 1 year | 7.18 | 8.58 | 84% |
| Returns for 3 years | 70.26 | 76.28 | 92% |
| Returns for 5 years | 176.03 | 191.52 | 92% |
| Returns for 10 years | 177.46 | N/A | - |
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