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MLPOX vs SPMJX
MLPOX vs SPMJX Comparison Chart in %
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MLPOX vs. SPMJX commentary
Jul 27, 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 Buy and SPMJX is a Buy.
FUNDAMENTALS
Fundamentals
MLPOX has more cash in the bank: 1.09B vs. SPMJX (305M). SPMJX pays higher dividends than MLPOX: SPMJX (5.29) vs MLPOX (4.93). 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 (18.20) and MLPOX (17.45) have marching annual gain over last year. SPMJX return over 5 years is better than : 357.89 vs. MLPOX (250.58).
| 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 | 2.322 | 1.996 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 305M | 356% |
| Annual Yield % from dividends | 4.93 | 5.29 | 93% |
| Returns for 1 year | 17.45 | 18.20 | 96% |
| Returns for 3 years | 88.72 | 105.35 | 84% |
| Returns for 5 years | 250.58 | 357.89 | 70% |
| Returns for 10 years | 57.52 | N/A | - |
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