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MLPMX vs SPMHX
MLPMX vs SPMHX Comparison Chart in %
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MLPMX vs. SPMHX 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 SPMHX is a Hold.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.07B vs. MLPMX (299M). MLPMX pays higher dividends than SPMHX: MLPMX (6.37) vs SPMHX (5.27). MLPMX was incepted earlier than SPMHX: MLPMX (13 years) vs SPMHX (6 years). MLPMX (8.81) is less costly to investors than SPMHX (2.76). SPMHX is a more actively managed with annual turnover of: 101.00 vs. MLPMX (26.00). MLPMX has a lower initial minimum investment than SPMHX: MLPMX (1000) vs SPMHX (1000000). SPMHX (15.56) and MLPMX (15.30) have marching annual gain over last year. MLPMX return over 5 years is better than : 306.71 vs. SPMHX (226.63).
| MLPMX | SPMHX | MLPMX / SPMHX | |
| Total Expense Ratio | 8.81 | 2.76 | 319% |
| Annual Report Gross Expense Ratio | 8.81 | 2.76 | 319% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 1.301 | 2.093 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 1.07B | 28% |
| Annual Yield % from dividends | 6.37 | 5.27 | 121% |
| Returns for 1 year | 15.30 | 15.56 | 98% |
| Returns for 3 years | 83.28 | 75.06 | 111% |
| Returns for 5 years | 306.71 | 226.63 | 135% |
| Returns for 10 years | 37.12 | N/A | - |
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