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MLPMX vs SOAEX
MLPMX vs SOAEX Comparison Chart in %
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MLPMX vs. SOAEX commentary
Sep 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 StrongBuy and SOAEX is a Buy.
FUNDAMENTALS
Fundamentals
MLPMX has more cash in the bank: 293M vs. SOAEX (155M). 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). MLPMX annual gain was more profitable for investors over the last year : 12.89 vs. SOAEX (10.68). MLPMX return over 5 years is better than : 357.60 vs. SOAEX (172.24).
| 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 | 0.854 | 5.150 | 17% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 293M | 155M | 189% |
| Annual Yield % from dividends | 6.53 | 19.57 | 33% |
| Returns for 1 year | 12.89 | 10.68 | 121% |
| Returns for 3 years | 88.83 | 48.95 | 181% |
| Returns for 5 years | 357.60 | 172.24 | 208% |
| Returns for 10 years | 47.28 | 37.45 | 126% |
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