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MLPGX vs SPMJX
MLPGX vs SPMJX Comparison Chart
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MLPGX vs. SPMJX commentary
Jun 16, 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 MLPGX is a Buy and SPMJX is a Buy.
FUNDAMENTALS
Fundamentals
MLPGX has more cash in the bank: 1.1B vs. SPMJX (305M). MLPGX pays higher dividends than SPMJX: MLPGX (6.43) vs SPMJX (5.41). MLPGX was incepted earlier than SPMJX: MLPGX (14 years) vs SPMJX (6 years). SPMJX (8.31) is less costly to investors than MLPGX (3.86). MLPGX is a more actively managed with annual turnover of: 101.00 vs. SPMJX (26.00). MLPGX (1000) and SPMJX (1000) have matching initial minimum investment requirements. SPMJX annual gain was more profitable for investors over the last year : 27.12 vs. MLPGX (24.90). SPMJX return over 5 years is better than : 341.07 vs. MLPGX (227.82).
| MLPGX | SPMJX | MLPGX / SPMJX | |
| Total Expense Ratio | 3.86 | 8.31 | 46% |
| Annual Report Gross Expense Ratio | 3.86 | 8.31 | 46% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 3.979 | 3.933 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 305M | 359% |
| Annual Yield % from dividends | 6.43 | 5.41 | 119% |
| Returns for 1 year | 24.90 | 27.12 | 92% |
| Returns for 3 years | 88.37 | 110.68 | 80% |
| Returns for 5 years | 227.82 | 341.07 | 67% |
| Returns for 10 years | 37.22 | N/A | - |
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