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MLPGX vs SPMJX
MLPGX vs SPMJX Comparison Chart in %
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MLPGX vs. SPMJX commentary
Aug 20, 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 Hold and SPMJX is a Hold.
FUNDAMENTALS
Fundamentals
MLPGX has more cash in the bank: 1.07B vs. SPMJX (297M). MLPGX pays higher dividends than SPMJX: MLPGX (6.45) vs SPMJX (5.33). 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 : 13.75 vs. MLPGX (12.59). SPMJX return over 5 years is better than : 329.72 vs. MLPGX (218.36).
| 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 | 1.107 | 0.913 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 297M | 362% |
| Annual Yield % from dividends | 6.45 | 5.33 | 121% |
| Returns for 1 year | 12.59 | 13.75 | 92% |
| Returns for 3 years | 68.95 | 84.66 | 81% |
| Returns for 5 years | 218.36 | 329.72 | 66% |
| Returns for 10 years | 52.43 | N/A | - |
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