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MLPMX vs SPMGX
MLPMX vs SPMGX Comparison Chart in %
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MLPMX vs. SPMGX commentary
Aug 19, 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: 1.07B vs. MLPMX (299M). MLPMX pays higher dividends than SPMGX: MLPMX (6.37) 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. SPMGX (13.28) and MLPMX (13.07) have marching annual gain over last year. MLPMX return over 5 years is better than : 320.35 vs. SPMGX (226.65).
| 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 | 0.672 | 1.438 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 1.07B | 28% |
| Annual Yield % from dividends | 6.37 | 5.50 | 116% |
| Returns for 1 year | 13.07 | 13.28 | 98% |
| Returns for 3 years | 81.59 | 71.26 | 114% |
| Returns for 5 years | 320.35 | 226.65 | 141% |
| Returns for 10 years | 48.48 | N/A | - |
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