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MLPOX vs SPMJX
MLPOX vs SPMJX Comparison Chart in %
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MLPOX vs. SPMJX commentary
Aug 18, 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 MLPOX is a Hold and SPMJX is a Hold.
FUNDAMENTALS
Fundamentals
MLPOX has more cash in the bank: 1.07B vs. SPMJX (299M). SPMJX pays higher dividends than MLPOX: SPMJX (5.33) vs MLPOX (5.00). MLPOX was incepted earlier than SPMJX: MLPOX (15 years) vs SPMJX (6 years). SPMJX (8.31) is less costly to investors than MLPOX (2.86). MLPOX is a more actively managed with annual turnover of: 101.00 vs. SPMJX (26.00). MLPOX (1000) and SPMJX (1000) have matching initial minimum investment requirements. SPMJX (15.87) and MLPOX (15.53) have marching annual gain over last year. SPMJX return over 5 years is better than : 316.92 vs. MLPOX (226.56).
| MLPOX | SPMJX | MLPOX / SPMJX | |
| Total Expense Ratio | 2.86 | 8.31 | 34% |
| Annual Report Gross Expense Ratio | 2.86 | 8.31 | 34% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 1.986 | 1.441 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 299M | 359% |
| Annual Yield % from dividends | 5.00 | 5.33 | 94% |
| Returns for 1 year | 15.53 | 15.87 | 98% |
| Returns for 3 years | 74.83 | 85.63 | 87% |
| Returns for 5 years | 226.56 | 316.92 | 71% |
| Returns for 10 years | 62.39 | N/A | - |
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