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MLPLX vs SPMHX
MLPLX vs SPMHX Comparison Chart in %
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MLPLX vs. SPMHX commentary
Sep 08, 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 SPMHX is a Hold.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.07B vs. MLPLX (296M). MLPLX (5.37) and SPMHX (5.36) have matching dividends . MLPLX was incepted earlier than SPMHX: MLPLX (14 years) vs SPMHX (6 years). MLPLX (17.25) is less costly to investors than SPMHX (6.29). SPMHX is a more actively managed with annual turnover of: 101.00 vs. MLPLX (26.00). MLPLX has a lower initial minimum investment than SPMHX: MLPLX (1000) vs SPMHX (1000000). MLPLX annual gain was more profitable for investors over the last year : 15.11 vs. SPMHX (13.58). MLPLX return over 5 years is better than : 382.14 vs. SPMHX (258.35).
| MLPLX | SPMHX | MLPLX / SPMHX | |
| Total Expense Ratio | 17.25 | 6.29 | 274% |
| Annual Report Gross Expense Ratio | 17.25 | 6.29 | 274% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 2.606 | 1.982 | 131% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 296M | 1.07B | 28% |
| Annual Yield % from dividends | 5.37 | 5.36 | 100% |
| Returns for 1 year | 15.11 | 13.58 | 111% |
| Returns for 3 years | 95.53 | 79.17 | 121% |
| Returns for 5 years | 382.14 | 258.35 | 148% |
| Returns for 10 years | 60.88 | N/A | - |
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