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MLPOX vs SPMJX
MLPOX vs SPMJX Comparison Chart in %
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MLPOX vs. SPMJX 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 MLPOX is a Hold and SPMJX is a Hold.
FUNDAMENTALS
Fundamentals
MLPOX has more cash in the bank: 1.06B vs. SPMJX (293M). SPMJX pays higher dividends than MLPOX: SPMJX (5.46) vs MLPOX (5.09). MLPOX was incepted earlier than SPMJX: MLPOX (15 years) vs SPMJX (6 years). SPMJX (17.50) is less costly to investors than MLPOX (6.38). 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 (13.58) and MLPOX (13.50) have marching annual gain over last year. SPMJX return over 5 years is better than : 372.43 vs. MLPOX (258.03).
| MLPOX | SPMJX | MLPOX / SPMJX | |
| Total Expense Ratio | 6.38 | 17.50 | 36% |
| Annual Report Gross Expense Ratio | 6.38 | 17.50 | 36% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 1.881 | 1.243 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 293M | 363% |
| Annual Yield % from dividends | 5.09 | 5.46 | 93% |
| Returns for 1 year | 13.50 | 13.58 | 99% |
| Returns for 3 years | 79.04 | 91.94 | 86% |
| Returns for 5 years | 258.03 | 372.43 | 69% |
| Returns for 10 years | 68.16 | N/A | - |
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