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MLPFX vs SPMVX
MLPFX vs SPMVX Comparison Chart in %
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MLPFX 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 MLPFX is a Hold and SPMVX is a Hold.
FUNDAMENTALS
Fundamentals
MLPFX (2.18B) and SPMVX (2.14B) have equal amount of cash in the bank . MLPFX (5.72) and SPMVX (5.57) have matching dividends . MLPFX was incepted earlier than SPMVX: MLPFX (16 years) vs SPMVX (7 years). MLPFX (10.29) and SPMVX (9.93) have similar cost to investors . MLPFX (20.00) and SPMVX (20.00) have comparable annual turnover. MLPFX has a lower initial minimum investment than SPMVX: MLPFX (1000) vs SPMVX (1000000). SPMVX (9.20) and MLPFX (8.76) have marching annual gain over last year. SPMVX (195.00) and MLPFX (190.10) have equivalent 5 years return.
| MLPFX | SPMVX | MLPFX / SPMVX | |
| Total Expense Ratio | 10.29 | 9.93 | 104% |
| Annual Report Gross Expense Ratio | 10.29 | 9.93 | 104% |
| Fund Existence | 16 years | 7 years | - |
| Gain YTD | 8.773 | 8.861 | 99% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.18B | 2.14B | 101% |
| Annual Yield % from dividends | 5.72 | 5.57 | 103% |
| Returns for 1 year | 8.76 | 9.20 | 95% |
| Returns for 3 years | 77.42 | 79.14 | 98% |
| Returns for 5 years | 190.10 | 195.00 | 97% |
| Returns for 10 years | 205.26 | N/A | - |
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