Interact to see
Advertisement
Advertisement
MLPMX vs MLPOX
MLPMX vs MLPOX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MLPMX vs. MLPOX commentary
Aug 18, 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 Hold and MLPOX is a Hold.
FUNDAMENTALS
Fundamentals
MLPOX has more cash in the bank: 1.07B vs. MLPMX (299M). MLPMX pays higher dividends than MLPOX: MLPMX (6.37) vs MLPOX (5.00). 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. MLPOX (15.53) and MLPMX (15.30) have marching annual gain over last year. MLPMX return over 5 years is better than : 306.71 vs. MLPOX (226.56).
| 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 | 1.301 | 1.986 | 66% |
| Front Load | N/A | 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 | 6.37 | 5.00 | 127% |
| Returns for 1 year | 15.30 | 15.53 | 99% |
| Returns for 3 years | 83.28 | 74.83 | 111% |
| Returns for 5 years | 306.71 | 226.56 | 135% |
| Returns for 10 years | 37.12 | 62.39 | 59% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement