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MLPFX vs SPMVX
MLPFX vs SPMVX Comparison Chart in %
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MLPFX vs. SPMVX 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 SPMVX is a Buy.
FUNDAMENTALS
Fundamentals
MLPFX (2.06B) and SPMVX (2.06B) have equal amount of cash in the bank . MLPFX (5.94) and SPMVX (5.80) have matching dividends . MLPFX was incepted earlier than SPMVX: MLPFX (16 years) vs SPMVX (6 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 (17.96) and MLPFX (17.46) have marching annual gain over last year. SPMVX (288.00) and MLPFX (282.18) 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 | 6 years | - |
| Gain YTD | 7.324 | 7.610 | 96% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 2.06B | 100% |
| Annual Yield % from dividends | 5.94 | 5.80 | 103% |
| Returns for 1 year | 17.46 | 17.96 | 97% |
| Returns for 3 years | 100.31 | 102.28 | 98% |
| Returns for 5 years | 282.18 | 288.00 | 98% |
| Returns for 10 years | 136.83 | N/A | - |
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