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MLPLX vs SPMHX
MLPLX vs SPMHX Comparison Chart in %
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MLPLX vs. SPMHX commentary
Jul 07, 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 SPMHX is a Buy.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.1B vs. MLPLX (305M). SPMHX (5.20) and MLPLX (5.19) have matching dividends . MLPLX was incepted earlier than SPMHX: MLPLX (13 years) vs SPMHX (6 years). MLPLX (8.06) is less costly to investors than SPMHX (2.76). 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 (17.72) and SPMHX (17.55) have marching annual gain over last year. MLPLX return over 5 years is better than : 366.82 vs. SPMHX (256.71).
| MLPLX | SPMHX | MLPLX / SPMHX | |
| Total Expense Ratio | 8.06 | 2.76 | 292% |
| Annual Report Gross Expense Ratio | 8.06 | 2.76 | 292% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 3.165 | 3.875 | 82% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 1.1B | 28% |
| Annual Yield % from dividends | 5.19 | 5.20 | 100% |
| Returns for 1 year | 17.72 | 17.55 | 101% |
| Returns for 3 years | 127.26 | 104.07 | 122% |
| Returns for 5 years | 366.82 | 256.71 | 143% |
| Returns for 10 years | 39.05 | N/A | - |
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