Interact to see
Advertisement
Advertisement
MLPMX vs SOAEX
MLPMX vs SOAEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MLPMX vs. SOAEX commentary
Sep 28, 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 SOAEX is a Buy.
FUNDAMENTALS
Fundamentals
MLPMX has more cash in the bank: 294M vs. SOAEX (161M). SOAEX pays higher dividends than MLPMX: SOAEX (19.57) vs MLPMX (6.53). MLPMX was incepted earlier than SOAEX: MLPMX (13 years) vs SOAEX (11 years). MLPMX (18.00) is less costly to investors than SOAEX (1.48). MLPMX is a more actively managed with annual turnover of: 26.00 vs. SOAEX (13.00). SOAEX has a lower initial minimum investment than MLPMX: SOAEX (500) vs MLPMX (1000). SOAEX annual gain was more profitable for investors over the last year : 16.97 vs. MLPMX (15.74). MLPMX return over 5 years is better than : 447.31 vs. SOAEX (213.52).
| MLPMX | SOAEX | MLPMX / SOAEX | |
| Total Expense Ratio | 18.00 | 1.48 | 1,216% |
| Annual Report Gross Expense Ratio | 18.00 | 1.48 | 1,216% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 3.175 | 10.583 | 30% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 294M | 161M | 183% |
| Annual Yield % from dividends | 6.53 | 19.57 | 33% |
| Returns for 1 year | 15.74 | 16.97 | 93% |
| Returns for 3 years | 126.46 | 73.49 | 172% |
| Returns for 5 years | 447.31 | 213.52 | 209% |
| Returns for 10 years | 111.63 | 84.24 | 133% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers