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MLPMX vs MLPOX
MLPMX vs MLPOX Comparison Chart
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MLPMX vs. MLPOX 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 MLPMX is a Buy and MLPOX is a Buy.
FUNDAMENTALS
Fundamentals
MLPOX has more cash in the bank: 1.1B vs. MLPMX (305M). MLPMX pays higher dividends than MLPOX: MLPMX (6.44) vs MLPOX (5.01). MLPMX was incepted earlier than MLPOX: MLPMX (13 years) vs MLPOX (15 years). MLPMX (8.81) is less costly to investors than MLPOX (2.86). MLPOX is a more actively managed with annual turnover of: 101.00 vs. MLPMX (26.00). MLPMX (1000) and MLPOX (1000) have matching initial minimum investment requirements. MLPMX (26.35) and MLPOX (26.04) have marching annual gain over last year. MLPMX return over 5 years is better than : 329.58 vs. MLPOX (244.37).
| MLPMX | MLPOX | MLPMX / MLPOX | |
| Total Expense Ratio | 8.81 | 2.86 | 308% |
| Annual Report Gross Expense Ratio | 8.81 | 2.86 | 308% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 3.854 | 4.339 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 1.1B | 28% |
| Annual Yield % from dividends | 6.44 | 5.01 | 129% |
| Returns for 1 year | 26.35 | 26.04 | 101% |
| Returns for 3 years | 107.84 | 93.93 | 115% |
| Returns for 5 years | 329.58 | 244.37 | 135% |
| Returns for 10 years | 20.51 | 52.62 | 39% |