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MLPMX vs SPMGX
MLPMX vs SPMGX Comparison Chart in %
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MLPMX vs. SPMGX commentary
Sep 09, 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 SPMGX is a Hold.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.06B vs. MLPMX (290M). MLPMX pays higher dividends than SPMGX: MLPMX (6.53) vs SPMGX (5.61). MLPMX was incepted earlier than SPMGX: MLPMX (13 years) vs SPMGX (6 years). MLPMX (18.00) is less costly to investors than SPMGX (6.88). SPMGX is a more actively managed with annual turnover of: 101.00 vs. MLPMX (26.00). MLPMX (1000) and SPMGX (1000) have matching initial minimum investment requirements. SPMGX (13.36) and MLPMX (12.94) have marching annual gain over last year. MLPMX return over 5 years is better than : 365.49 vs. SPMGX (253.42).
| MLPMX | SPMGX | MLPMX / SPMGX | |
| Total Expense Ratio | 18.00 | 6.88 | 262% |
| Annual Report Gross Expense Ratio | 18.00 | 6.88 | 262% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 0.010 | 1.071 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 290M | 1.06B | 27% |
| Annual Yield % from dividends | 6.53 | 5.61 | 117% |
| Returns for 1 year | 12.94 | 13.36 | 97% |
| Returns for 3 years | 79.23 | 70.00 | 113% |
| Returns for 5 years | 365.49 | 253.42 | 144% |
| Returns for 10 years | 56.50 | N/A | - |
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