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MLPTX vs SPMVX
MLPTX vs SPMVX Comparison Chart in %
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MLPTX vs. SPMVX commentary
Oct 19, 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 Hold and SPMVX is a Hold.
FUNDAMENTALS
Fundamentals
MLPTX (1.94B) and SPMVX (1.94B) have equal amount of cash in the bank . SPMVX pays higher dividends than MLPTX: SPMVX (5.87) vs MLPTX (5.56). MLPTX was incepted earlier than SPMVX: MLPTX (16 years) vs SPMVX (6 years). MLPTX (10.04) and SPMVX (9.93) have similar cost to investors . MLPTX (20.00) and SPMVX (20.00) have comparable annual turnover. MLPTX has a lower initial minimum investment than SPMVX: MLPTX (1000) vs SPMVX (1000000). MLPTX (8.19) and SPMVX (8.16) have marching annual gain over last year. SPMVX (243.55) and MLPTX (243.01) have equivalent 5 years return.
| MLPTX | SPMVX | MLPTX / SPMVX | |
| Total Expense Ratio | 10.04 | 9.93 | 101% |
| Annual Report Gross Expense Ratio | 10.04 | 9.93 | 101% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 1.905 | 1.897 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.94B | 1.94B | 100% |
| Annual Yield % from dividends | 5.56 | 5.87 | 95% |
| Returns for 1 year | 8.19 | 8.16 | 100% |
| Returns for 3 years | 70.60 | 70.81 | 100% |
| Returns for 5 years | 243.01 | 243.55 | 100% |
| Returns for 10 years | 93.55 | N/A | - |
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