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MLPMX vs SPMHX
MLPMX vs SPMHX Comparison Chart in %
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MLPMX vs. SPMHX commentary
Jul 07, 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 (6.31) vs SPMHX (5.20). 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 (17.55) and MLPMX (16.90) have marching annual gain over last year. MLPMX return over 5 years is better than : 350.07 vs. SPMHX (256.71).
| 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 | 2.796 | 3.875 | 72% |
| 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 | 6.31 | 5.20 | 121% |
| Returns for 1 year | 16.90 | 17.55 | 96% |
| Returns for 3 years | 122.07 | 104.07 | 117% |
| Returns for 5 years | 350.07 | 256.71 | 136% |
| Returns for 10 years | 28.81 | N/A | - |
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