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MLPRX vs SPMWX
MLPRX vs SPMWX Comparison Chart in %
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MLPRX vs. SPMWX 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 SPMWX is a Buy.
FUNDAMENTALS
Fundamentals
MLPRX has more cash in the bank: 3.91B vs. SPMWX (2.04B). MLPRX pays higher dividends than SPMWX: MLPRX (9.19) vs SPMWX (6.06). MLPRX was incepted earlier than SPMWX: MLPRX (14 years) vs SPMWX (6 years). SPMWX (10.54) is less costly to investors than MLPRX (9.77). SPMWX is a more actively managed with annual turnover of: 20.00 vs. MLPRX (11.00). MLPRX (1000) and SPMWX (1000) have matching initial minimum investment requirements. SPMWX annual gain was more profitable for investors over the last year : 15.47 vs. MLPRX (11.24). MLPRX (234.34) and SPMWX (234.10) have equivalent 5 years return.
| MLPRX | SPMWX | MLPRX / SPMWX | |
| Total Expense Ratio | 9.77 | 10.54 | 93% |
| Annual Report Gross Expense Ratio | 9.77 | 10.54 | 93% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 4.181 | 4.689 | 89% |
| 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 | 6.06 | 152% |
| Returns for 1 year | 11.24 | 15.47 | 73% |
| Returns for 3 years | 60.87 | 72.68 | 84% |
| Returns for 5 years | 234.34 | 234.10 | 100% |
| Returns for 10 years | 82.10 | N/A | - |
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