Interact to see
Advertisement
Advertisement
MLPFX vs SPMVX
MLPFX vs SPMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MLPFX vs. SPMVX commentary
Dec 13, 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 SPMVX is a Hold.
FUNDAMENTALS
Fundamentals
MLPFX (2.04B) and SPMVX (2.04B) have equal amount of cash in the bank . MLPFX (6.11) and SPMVX (5.95) 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 annual gain was more profitable for investors over the last year : 6.17 vs. MLPFX (5.74). SPMVX (180.36) and MLPFX (176.03) 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 | 7.773 | 8.164 | 95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 2.04B | 100% |
| Annual Yield % from dividends | 6.11 | 5.95 | 103% |
| Returns for 1 year | 5.74 | 6.17 | 93% |
| Returns for 3 years | 74.97 | 76.88 | 98% |
| Returns for 5 years | 176.03 | 180.36 | 98% |
| Returns for 10 years | 166.45 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement