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MLPRX vs MLPTX
MLPRX vs MLPTX Comparison Chart in %
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MLPRX vs. MLPTX commentary
Sep 09, 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 MLPRX is a Hold and MLPTX is a Buy.
FUNDAMENTALS
Fundamentals
MLPRX has more cash in the bank: 3.91B vs. MLPTX (2.04B). MLPRX pays higher dividends than MLPTX: MLPRX (9.19) vs MLPTX (5.49). MLPRX was incepted earlier than MLPTX: MLPRX (14 years) vs MLPTX (15 years). MLPTX (10.04) and MLPRX (9.77) have similar cost to investors . MLPTX is a more actively managed with annual turnover of: 20.00 vs. MLPRX (11.00). MLPRX (1000) and MLPTX (1000) have matching initial minimum investment requirements. MLPTX annual gain was more profitable for investors over the last year : 15.98 vs. MLPRX (11.24). MLPTX (242.39) and MLPRX (234.34) have equivalent 5 years return.
| MLPRX | MLPTX | MLPRX / MLPTX | |
| Total Expense Ratio | 9.77 | 10.04 | 97% |
| Annual Report Gross Expense Ratio | 9.77 | 10.04 | 97% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 4.181 | 5.126 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.91B | 2.04B | 192% |
| Annual Yield % from dividends | 9.19 | 5.49 | 167% |
| Returns for 1 year | 11.24 | 15.98 | 70% |
| Returns for 3 years | 60.87 | 75.19 | 81% |
| Returns for 5 years | 234.34 | 242.39 | 97% |
| Returns for 10 years | 82.10 | 94.56 | 87% |
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