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MLPOX vs SOAEX
MLPOX vs SOAEX Comparison Chart in %
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MLPOX vs. SOAEX commentary
Feb 05, 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 MLPOX is a Hold and SOAEX is a Hold.
FUNDAMENTALS
Fundamentals
MLPOX has more cash in the bank: 1.07B vs. SOAEX (146M). SOAEX pays higher dividends than MLPOX: SOAEX (12.78) vs MLPOX (5.07). MLPOX was incepted earlier than SOAEX: MLPOX (16 years) vs SOAEX (12 years). MLPOX (6.38) is less costly to investors than SOAEX (1.48). MLPOX is a more actively managed with annual turnover of: 101.00 vs. SOAEX (13.00). SOAEX has a lower initial minimum investment than MLPOX: SOAEX (500) vs MLPOX (1000). MLPOX (4.03) and SOAEX (3.93) have marching annual gain over last year. MLPOX return over 5 years is better than : 216.49 vs. SOAEX (139.42).
| MLPOX | SOAEX | MLPOX / SOAEX | |
| Total Expense Ratio | 6.38 | 1.48 | 431% |
| Annual Report Gross Expense Ratio | 6.38 | 1.48 | 431% |
| Fund Existence | 16 years | 12 years | - |
| Gain YTD | 6.669 | 10.297 | 65% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 146M | 735% |
| Annual Yield % from dividends | 5.07 | 12.78 | 40% |
| Returns for 1 year | 4.03 | 3.93 | 103% |
| Returns for 3 years | 79.36 | 45.29 | 175% |
| Returns for 5 years | 216.49 | 139.42 | 155% |
| Returns for 10 years | 192.90 | 108.86 | 177% |
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