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MLPLX vs SPMGX
MLPLX vs SPMGX Comparison Chart in %
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MLPLX vs. SPMGX commentary
Aug 19, 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 SPMGX is a Hold.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.07B vs. MLPLX (299M). SPMGX (5.50) and MLPLX (5.24) have matching dividends . MLPLX was incepted earlier than SPMGX: MLPLX (14 years) vs SPMGX (6 years). MLPLX (8.06) is less costly to investors than SPMGX (3.36). SPMGX is a more actively managed with annual turnover of: 101.00 vs. MLPLX (26.00). MLPLX (1000) and SPMGX (1000) have matching initial minimum investment requirements. MLPLX (13.92) and SPMGX (13.28) have marching annual gain over last year. MLPLX return over 5 years is better than : 335.82 vs. SPMGX (226.65).
| MLPLX | SPMGX | MLPLX / SPMGX | |
| Total Expense Ratio | 8.06 | 3.36 | 240% |
| Annual Report Gross Expense Ratio | 8.06 | 3.36 | 240% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 1.065 | 1.438 | 74% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 1.07B | 28% |
| Annual Yield % from dividends | 5.24 | 5.50 | 95% |
| Returns for 1 year | 13.92 | 13.28 | 105% |
| Returns for 3 years | 85.45 | 71.26 | 120% |
| Returns for 5 years | 335.82 | 226.65 | 148% |
| Returns for 10 years | 60.18 | N/A | - |
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