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
Jul 29, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
MLPMX has more cash in the bank: 305M vs. SOAEX (161M). 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 : 16.49 vs. SOAEX (8.47). MLPMX return over 5 years is better than : 339.98 vs. SOAEX (159.79).
| 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 | 1.754 | 4.966 | 35% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 161M | 189% |
| Annual Yield % from dividends | 6.31 | 20.27 | 31% |
| Returns for 1 year | 16.49 | 8.47 | 195% |
| Returns for 3 years | 92.41 | 48.79 | 189% |
| Returns for 5 years | 339.98 | 159.79 | 213% |
| Returns for 10 years | 29.95 | 25.90 | 116% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers