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MLPTX vs SOAEX
MLPTX vs SOAEX Comparison Chart in %
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MLPTX vs. SOAEX commentary
Aug 18, 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 SOAEX is a Buy.
FUNDAMENTALS
Fundamentals
MLPTX has more cash in the bank: 2.05B vs. SOAEX (156M). SOAEX pays higher dividends than MLPTX: SOAEX (19.88) vs MLPTX (5.44). MLPTX was incepted earlier than SOAEX: MLPTX (15 years) vs SOAEX (11 years). MLPTX (6.37) is less costly to investors than SOAEX (1.48). MLPTX is a more actively managed with annual turnover of: 20.00 vs. SOAEX (13.00). SOAEX has a lower initial minimum investment than MLPTX: SOAEX (500) vs MLPTX (1000). MLPTX annual gain was more profitable for investors over the last year : 17.46 vs. SOAEX (6.93). MLPTX return over 5 years is better than : 206.00 vs. SOAEX (147.92).
| MLPTX | SOAEX | MLPTX / SOAEX | |
| Total Expense Ratio | 6.34 | 1.48 | 428% |
| Annual Report Gross Expense Ratio | 6.37 | 1.48 | 430% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 4.729 | 3.309 | 143% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05B | 156M | 1,312% |
| Annual Yield % from dividends | 5.44 | 19.88 | 27% |
| Returns for 1 year | 17.46 | 6.93 | 252% |
| Returns for 3 years | 72.41 | 44.60 | 162% |
| Returns for 5 years | 206.00 | 147.92 | 139% |
| Returns for 10 years | 88.81 | 29.15 | 305% |
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