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MLPFX vs MLPZX
MLPFX vs MLPZX Comparison Chart in %
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MLPFX vs. MLPZX commentary
Sep 28, 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 Buy and MLPZX is a Buy.
FUNDAMENTALS
Fundamentals
MLPZX has more cash in the bank: 3.95B vs. MLPFX (2.06B). MLPZX pays higher dividends than MLPFX: MLPZX (6.65) vs MLPFX (5.94). MLPFX was incepted earlier than MLPZX: MLPFX (16 years) vs MLPZX (16 years). MLPFX (10.29) is less costly to investors than MLPZX (8.77). MLPFX is a more actively managed with annual turnover of: 20.00 vs. MLPZX (11.00). MLPFX (1000) and MLPZX (1000) have matching initial minimum investment requirements. MLPFX annual gain was more profitable for investors over the last year : 17.21 vs. MLPZX (12.86). MLPZX (290.85) and MLPFX (281.34) have equivalent 5 years return.
| MLPFX | MLPZX | MLPFX / MLPZX | |
| Total Expense Ratio | 10.29 | 8.77 | 117% |
| Annual Report Gross Expense Ratio | 10.29 | 8.77 | 117% |
| Fund Existence | 16 years | 16 years | - |
| Gain YTD | 7.088 | 6.137 | 115% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 3.95B | 52% |
| Annual Yield % from dividends | 5.94 | 6.65 | 89% |
| Returns for 1 year | 17.21 | 12.86 | 134% |
| Returns for 3 years | 99.86 | 86.45 | 116% |
| Returns for 5 years | 281.34 | 290.85 | 97% |
| Returns for 10 years | 136.31 | 151.35 | 90% |
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