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MLPFX vs MLPRX
MLPFX vs MLPRX Comparison Chart in %
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MLPFX vs. MLPRX 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 MLPFX is a Hold and MLPRX is a Hold.
FUNDAMENTALS
Fundamentals
MLPRX has more cash in the bank: 3.74B vs. MLPFX (1.94B). MLPRX pays higher dividends than MLPFX: MLPRX (9.45) vs MLPFX (6.03). MLPFX was incepted earlier than MLPRX: MLPFX (16 years) vs MLPRX (14 years). MLPFX (10.29) is less costly to investors than MLPRX (9.77). MLPFX is a more actively managed with annual turnover of: 20.00 vs. MLPRX (11.00). MLPFX (1000) and MLPRX (1000) have matching initial minimum investment requirements. MLPFX annual gain was more profitable for investors over the last year : 7.86 vs. MLPRX (6.05). MLPFX (238.16) and MLPRX (226.84) have equivalent 5 years return.
| MLPFX | MLPRX | MLPFX / MLPRX | |
| Total Expense Ratio | 10.29 | 9.77 | 105% |
| Annual Report Gross Expense Ratio | 10.29 | 9.77 | 105% |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | 1.594 | 0.740 | 215% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.94B | 3.74B | 52% |
| Annual Yield % from dividends | 6.03 | 9.45 | 64% |
| Returns for 1 year | 7.86 | 6.05 | 130% |
| Returns for 3 years | 69.41 | 54.61 | 127% |
| Returns for 5 years | 238.16 | 226.84 | 105% |
| Returns for 10 years | 88.38 | 81.79 | 108% |
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