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MLPMX vs SOAEX
MLPMX vs SOAEX Comparison Chart
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MLPMX vs. SOAEX commentary
Jun 16, 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: 305M vs. SOAEX (170M). SOAEX pays higher dividends than MLPMX: SOAEX (21.05) vs MLPMX (6.44). MLPMX was incepted earlier than SOAEX: MLPMX (13 years) vs SOAEX (11 years). MLPMX (8.81) 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). MLPMX annual gain was more profitable for investors over the last year : 26.35 vs. SOAEX (12.75). MLPMX return over 5 years is better than : 329.58 vs. SOAEX (149.24).
| MLPMX | SOAEX | MLPMX / SOAEX | |
| Total Expense Ratio | 8.81 | 1.48 | 595% |
| Annual Report Gross Expense Ratio | 8.81 | 1.48 | 595% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 3.854 | 4.782 | 81% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 170M | 179% |
| Annual Yield % from dividends | 6.44 | 21.05 | 31% |
| Returns for 1 year | 26.35 | 12.75 | 207% |
| Returns for 3 years | 107.84 | 47.87 | 225% |
| Returns for 5 years | 329.58 | 149.24 | 221% |
| Returns for 10 years | 20.51 | 16.13 | 127% |
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