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MLPMX vs SPMGX
MLPMX vs SPMGX Comparison Chart in %
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MLPMX vs. SPMGX commentary
Jul 27, 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 SPMGX is a Buy.
FUNDAMENTALS
Fundamentals
SPMGX has more cash in the bank: 1.09B vs. MLPMX (305M). MLPMX pays higher dividends than SPMGX: MLPMX (6.31) vs SPMGX (5.42). MLPMX was incepted earlier than SPMGX: MLPMX (13 years) vs SPMGX (6 years). MLPMX (8.81) is less costly to investors than SPMGX (3.36). 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. MLPMX (17.54) and SPMGX (16.99) have marching annual gain over last year. MLPMX return over 5 years is better than : 345.19 vs. SPMGX (242.59).
| MLPMX | SPMGX | MLPMX / SPMGX | |
| Total Expense Ratio | 8.81 | 3.36 | 262% |
| Annual Report Gross Expense Ratio | 8.81 | 3.36 | 262% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 1.754 | 2.180 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 1.09B | 28% |
| Annual Yield % from dividends | 6.31 | 5.42 | 116% |
| Returns for 1 year | 17.54 | 16.99 | 103% |
| Returns for 3 years | 102.06 | 85.85 | 119% |
| Returns for 5 years | 345.19 | 242.59 | 142% |
| Returns for 10 years | 30.45 | N/A | - |
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