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MLPMX vs SPMQX
MLPMX vs SPMQX Comparison Chart in %
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MLPMX vs. SPMQX commentary
Feb 04, 2026
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 SPMQX is a Hold.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 4.14B vs. MLPMX (297M). SPMQX pays higher dividends than MLPMX: SPMQX (6.92) vs MLPMX (6.54). MLPMX was incepted earlier than SPMQX: MLPMX (14 years) vs SPMQX (7 years). MLPMX (18.00) is less costly to investors than SPMQX (8.68). MLPMX is a more actively managed with annual turnover of: 26.00 vs. SPMQX (11.00). MLPMX has a lower initial minimum investment than SPMQX: MLPMX (1000) vs SPMQX (1000000). SPMQX annual gain was more profitable for investors over the last year : 6.87 vs. MLPMX (2.89). MLPMX return over 5 years is better than : 292.81 vs. SPMQX (179.37).
| MLPMX | SPMQX | MLPMX / SPMQX | |
| Total Expense Ratio | 18.00 | 8.68 | 207% |
| Annual Report Gross Expense Ratio | 18.00 | 8.68 | 207% |
| Fund Existence | 14 years | 7 years | - |
| Gain YTD | 9.369 | 7.915 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 297M | 4.14B | 7% |
| Annual Yield % from dividends | 6.54 | 6.92 | 94% |
| Returns for 1 year | 2.89 | 6.87 | 42% |
| Returns for 3 years | 90.07 | 64.33 | 140% |
| Returns for 5 years | 292.81 | 179.37 | 163% |
| Returns for 10 years | 204.50 | N/A | - |
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