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MLPTX vs SPMVX
MLPTX vs SPMVX Comparison Chart in %
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MLPTX vs. SPMVX 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 SPMVX is a Buy.
FUNDAMENTALS
Fundamentals
MLPTX (2.04B) and SPMVX (2.04B) have equal amount of cash in the bank . SPMVX pays higher dividends than MLPTX: SPMVX (5.80) vs MLPTX (5.49). MLPTX was incepted earlier than SPMVX: MLPTX (15 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). SPMVX (16.13) and MLPTX (15.98) have marching annual gain over last year. SPMVX (243.61) and MLPTX (242.39) 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 | 15 years | 6 years | - |
| Gain YTD | 5.126 | 5.185 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 2.04B | 100% |
| Annual Yield % from dividends | 5.49 | 5.80 | 95% |
| Returns for 1 year | 15.98 | 16.13 | 99% |
| Returns for 3 years | 75.19 | 75.47 | 100% |
| Returns for 5 years | 242.39 | 243.61 | 100% |
| Returns for 10 years | 94.56 | N/A | - |
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