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MLPMX vs SPMHX
MLPMX vs SPMHX Comparison Chart in %
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MLPMX vs. SPMHX commentary
Sep 08, 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 (296M). MLPMX pays higher dividends than SPMHX: MLPMX (6.53) vs SPMHX (5.36). MLPMX was incepted earlier than SPMHX: MLPMX (13 years) vs SPMHX (6 years). MLPMX (18.00) is less costly to investors than SPMHX (6.29). 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 annual gain was more profitable for investors over the last year : 14.30 vs. SPMHX (13.58). MLPMX return over 5 years is better than : 363.35 vs. SPMHX (258.35).
| MLPMX | SPMHX | MLPMX / SPMHX | |
| Total Expense Ratio | 18.00 | 6.29 | 286% |
| Annual Report Gross Expense Ratio | 18.00 | 6.29 | 286% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 2.120 | 1.982 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 296M | 1.07B | 28% |
| Annual Yield % from dividends | 6.53 | 5.36 | 122% |
| Returns for 1 year | 14.30 | 13.58 | 105% |
| Returns for 3 years | 91.20 | 79.17 | 115% |
| Returns for 5 years | 363.35 | 258.35 | 141% |
| Returns for 10 years | 49.13 | N/A | - |
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