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MLPEX vs SPMWX
MLPEX vs SPMWX Comparison Chart in %
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MLPEX vs. SPMWX commentary
Oct 19, 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 Hold and SPMWX is a Hold.
FUNDAMENTALS
Fundamentals
MLPEX (1.94B) and SPMWX (1.94B) have equal amount of cash in the bank . MLPEX pays higher dividends than SPMWX: MLPEX (7.24) vs SPMWX (6.14). MLPEX was incepted earlier than SPMWX: MLPEX (14 years) vs SPMWX (6 years). MLPEX (11.04) and SPMWX (10.54) have similar cost to investors . MLPEX (20.00) and SPMWX (20.00) have comparable annual turnover. MLPEX (1000) and SPMWX (1000) have matching initial minimum investment requirements. SPMWX annual gain was more profitable for investors over the last year : 7.61 vs. MLPEX (7.00). SPMWX (234.02) and MLPEX (225.97) have equivalent 5 years return.
| MLPEX | SPMWX | MLPEX / SPMWX | |
| Total Expense Ratio | 11.04 | 10.54 | 105% |
| Annual Report Gross Expense Ratio | 11.04 | 10.54 | 105% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 0.931 | 1.386 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.94B | 1.94B | 100% |
| Annual Yield % from dividends | 7.24 | 6.14 | 118% |
| Returns for 1 year | 7.00 | 7.61 | 92% |
| Returns for 3 years | 65.55 | 68.07 | 96% |
| Returns for 5 years | 225.97 | 234.02 | 97% |
| Returns for 10 years | 74.43 | N/A | - |
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