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MLPMX vs SOAEX
MLPMX vs SOAEX Comparison Chart in %
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MLPMX vs. SOAEX commentary
Jul 08, 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 (165M). SOAEX pays higher dividends than MLPMX: SOAEX (20.27) vs MLPMX (6.31). 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 : 16.90 vs. SOAEX (7.91). MLPMX return over 5 years is better than : 350.07 vs. SOAEX (161.86).
| 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 | 2.796 | 4.506 | 62% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 165M | 185% |
| Annual Yield % from dividends | 6.31 | 20.27 | 31% |
| Returns for 1 year | 16.90 | 7.91 | 214% |
| Returns for 3 years | 122.07 | 60.37 | 202% |
| Returns for 5 years | 350.07 | 161.86 | 216% |
| Returns for 10 years | 28.81 | 23.00 | 125% |
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