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MLPLX vs SOAEX
MLPLX vs SOAEX Comparison Chart in %
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MLPLX vs. SOAEX commentary
Aug 18, 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 MLPLX is a Hold and SOAEX is a Buy.
FUNDAMENTALS
Fundamentals
MLPLX has more cash in the bank: 299M vs. SOAEX (156M). SOAEX pays higher dividends than MLPLX: SOAEX (19.88) vs MLPLX (5.24). MLPLX was incepted earlier than SOAEX: MLPLX (14 years) vs SOAEX (11 years). MLPLX (8.06) is less costly to investors than SOAEX (1.48). MLPLX is a more actively managed with annual turnover of: 26.00 vs. SOAEX (13.00). SOAEX (6%) and MLPLX (6%) have equivalent initial investment costs. SOAEX has a lower initial minimum investment than MLPLX: SOAEX (500) vs MLPLX (1000). MLPLX annual gain was more profitable for investors over the last year : 16.00 vs. SOAEX (6.93). MLPLX return over 5 years is better than : 320.71 vs. SOAEX (147.92).
| MLPLX | SOAEX | MLPLX / SOAEX | |
| Total Expense Ratio | 8.06 | 1.48 | 545% |
| Annual Report Gross Expense Ratio | 8.06 | 1.48 | 545% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 1.584 | 3.309 | 48% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 156M | 192% |
| Annual Yield % from dividends | 5.24 | 19.88 | 26% |
| Returns for 1 year | 16.00 | 6.93 | 231% |
| Returns for 3 years | 86.90 | 44.60 | 195% |
| Returns for 5 years | 320.71 | 147.92 | 217% |
| Returns for 10 years | 47.77 | 29.15 | 164% |
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