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MLPMX vs SOAEX
MLPMX vs SOAEX Comparison Chart in %
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MLPMX vs. SOAEX commentary
Aug 18, 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 Hold and SOAEX is a Buy.
FUNDAMENTALS
Fundamentals
MLPMX has more cash in the bank: 299M vs. SOAEX (156M). SOAEX pays higher dividends than MLPMX: SOAEX (19.88) vs MLPMX (6.37). 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 : 15.30 vs. SOAEX (6.93). MLPMX return over 5 years is better than : 306.71 vs. SOAEX (147.92).
| 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 | 1.301 | 3.309 | 39% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 156M | 192% |
| Annual Yield % from dividends | 6.37 | 19.88 | 32% |
| Returns for 1 year | 15.30 | 6.93 | 221% |
| Returns for 3 years | 83.28 | 44.60 | 187% |
| Returns for 5 years | 306.71 | 147.92 | 207% |
| Returns for 10 years | 37.12 | 29.15 | 127% |
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