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MLPMX vs SPMGX
MLPMX vs SPMGX Comparison Chart
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MLPMX vs. SPMGX commentary
Jun 16, 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: 1.1B vs. MLPMX (305M). MLPMX pays higher dividends than SPMGX: MLPMX (6.44) vs SPMGX (5.50). 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 (26.35) and SPMGX (25.53) have marching annual gain over last year. MLPMX return over 5 years is better than : 329.58 vs. SPMGX (236.16).
| 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 | 3.854 | 4.270 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 1.1B | 28% |
| Annual Yield % from dividends | 6.44 | 5.50 | 117% |
| Returns for 1 year | 26.35 | 25.53 | 103% |
| Returns for 3 years | 107.84 | 91.22 | 118% |
| Returns for 5 years | 329.58 | 236.16 | 140% |
| Returns for 10 years | 20.51 | N/A | - |
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