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MLPTX vs MLPZX
MLPTX vs MLPZX Comparison Chart in %
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MLPTX vs. MLPZX 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 MLPTX is a Buy and MLPZX is a Hold.
FUNDAMENTALS
Fundamentals
MLPZX has more cash in the bank: 3.91B vs. MLPTX (2.04B). MLPZX pays higher dividends than MLPTX: MLPZX (6.65) vs MLPTX (5.49). MLPTX was incepted earlier than MLPZX: MLPTX (15 years) vs MLPZX (15 years). MLPTX (10.04) is less costly to investors than MLPZX (8.77). MLPTX is a more actively managed with annual turnover of: 20.00 vs. MLPZX (11.00). MLPTX (1000) and MLPZX (1000) have matching initial minimum investment requirements. MLPTX annual gain was more profitable for investors over the last year : 15.98 vs. MLPZX (12.38). MLPZX (251.49) and MLPTX (242.39) have equivalent 5 years return.
| MLPTX | MLPZX | MLPTX / MLPZX | |
| Total Expense Ratio | 10.04 | 8.77 | 114% |
| Annual Report Gross Expense Ratio | 10.04 | 8.77 | 114% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 5.126 | 4.992 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 3.91B | 52% |
| Annual Yield % from dividends | 5.49 | 6.65 | 83% |
| Returns for 1 year | 15.98 | 12.38 | 129% |
| Returns for 3 years | 75.19 | 65.99 | 114% |
| Returns for 5 years | 242.39 | 251.49 | 96% |
| Returns for 10 years | 94.56 | 101.43 | 93% |
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