Interact to see
Advertisement
Advertisement
MLPTX vs SPMVX
MLPTX vs SPMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MLPTX vs. SPMVX commentary
Feb 04, 2026
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 (2.14B) and SPMVX (2.14B) have equal amount of cash in the bank . SPMVX pays higher dividends than MLPTX: SPMVX (5.57) vs MLPTX (5.27). MLPTX was incepted earlier than SPMVX: MLPTX (16 years) vs SPMVX (7 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 (8.64) and SPMVX (8.58) have marching annual gain over last year. SPMVX (191.52) and MLPTX (191.21) 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 | 7 years | - |
| Gain YTD | 7.147 | 7.124 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.14B | 2.14B | 100% |
| Annual Yield % from dividends | 5.27 | 5.57 | 95% |
| Returns for 1 year | 8.64 | 8.58 | 101% |
| Returns for 3 years | 76.11 | 76.28 | 100% |
| Returns for 5 years | 191.21 | 191.52 | 100% |
| Returns for 10 years | 208.63 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement