Interact to see
Advertisement
Advertisement
MLPMX vs SPMHX
MLPMX vs SPMHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MLPMX vs. SPMHX commentary
Jun 15, 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 SPMHX is a Buy.
FUNDAMENTALS
Fundamentals
SPMHX has more cash in the bank: 1.1B vs. MLPMX (305M). MLPMX pays higher dividends than SPMHX: MLPMX (6.44) 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). MLPMX (26.35) and SPMHX (26.17) have marching annual gain over last year. MLPMX return over 5 years is better than : 329.58 vs. SPMHX (244.87).
| 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 | 3.854 | 4.455 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 1.1B | 28% |
| Annual Yield % from dividends | 6.44 | 5.27 | 122% |
| Returns for 1 year | 26.35 | 26.17 | 101% |
| Returns for 3 years | 107.84 | 94.25 | 114% |
| Returns for 5 years | 329.58 | 244.87 | 135% |
| Returns for 10 years | 20.51 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers