Interact to see
Advertisement
Advertisement
MLPLX vs SPMHX
MLPLX vs SPMHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MLPLX vs. SPMHX commentary
Jun 15, 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). MLPLX (5.32) and SPMHX (5.27) 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 (27.34) and SPMHX (26.17) have marching annual gain over last year. MLPLX return over 5 years is better than : 344.88 vs. SPMHX (244.87).
| 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 | 4.039 | 4.455 | 91% |
| 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 | 5.32 | 5.27 | 101% |
| Returns for 1 year | 27.34 | 26.17 | 104% |
| Returns for 3 years | 112.48 | 94.25 | 119% |
| Returns for 5 years | 344.88 | 244.87 | 141% |
| Returns for 10 years | 29.98 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement