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MLPMX vs SPMQX
MLPMX vs SPMQX Comparison Chart in %
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MLPMX vs. SPMQX commentary
Dec 05, 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 SPMQX is a Hold.
FUNDAMENTALS
Fundamentals
SPMQX has more cash in the bank: 3.93B vs. MLPMX (279M). SPMQX (7.26) and MLPMX (6.96) have matching dividends . 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 : 3.47 vs. MLPMX (-3.64). MLPMX return over 5 years is better than : 259.35 vs. SPMQX (176.39).
| 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 | 2.750 | 7.757 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279M | 3.93B | 7% |
| Annual Yield % from dividends | 6.96 | 7.26 | 96% |
| Returns for 1 year | -3.64 | 3.47 | -105% |
| Returns for 3 years | 77.30 | 58.85 | 131% |
| Returns for 5 years | 259.35 | 176.39 | 147% |
| Returns for 10 years | 126.06 | N/A | - |
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