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MLPLX vs SOAEX
MLPLX vs SOAEX Comparison Chart in %
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MLPLX vs. SOAEX 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 MLPLX is a Buy and SOAEX is a Buy.
FUNDAMENTALS
Fundamentals
MLPLX has more cash in the bank: 294M vs. SOAEX (161M). SOAEX pays higher dividends than MLPLX: SOAEX (19.57) vs MLPLX (5.37). MLPLX was incepted earlier than SOAEX: MLPLX (14 years) vs SOAEX (11 years). MLPLX (17.25) 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). SOAEX (16.97) and MLPLX (16.50) have marching annual gain over last year. MLPLX return over 5 years is better than : 471.46 vs. SOAEX (213.52).
| MLPLX | SOAEX | MLPLX / SOAEX | |
| Total Expense Ratio | 17.25 | 1.48 | 1,166% |
| Annual Report Gross Expense Ratio | 17.25 | 1.48 | 1,166% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 3.650 | 10.583 | 34% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1000 | 500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 294M | 161M | 183% |
| Annual Yield % from dividends | 5.37 | 19.57 | 27% |
| Returns for 1 year | 16.50 | 16.97 | 97% |
| Returns for 3 years | 131.50 | 73.49 | 179% |
| Returns for 5 years | 471.46 | 213.52 | 221% |
| Returns for 10 years | 128.31 | 84.24 | 152% |
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