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MLPZX vs SPMWX
MLPZX vs SPMWX Comparison Chart in %
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MLPZX vs. SPMWX 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 MLPZX is a Hold and SPMWX is a Buy.
FUNDAMENTALS
Fundamentals
MLPZX has more cash in the bank: 3.91B vs. SPMWX (2.04B). MLPZX pays higher dividends than SPMWX: MLPZX (6.65) vs SPMWX (6.06). MLPZX was incepted earlier than SPMWX: MLPZX (15 years) vs SPMWX (6 years). SPMWX (10.54) is less costly to investors than MLPZX (8.77). SPMWX is a more actively managed with annual turnover of: 20.00 vs. MLPZX (11.00). MLPZX (1000) and SPMWX (1000) have matching initial minimum investment requirements. SPMWX annual gain was more profitable for investors over the last year : 15.47 vs. MLPZX (12.38). MLPZX return over 5 years is better than : 251.49 vs. SPMWX (234.10).
| MLPZX | SPMWX | MLPZX / SPMWX | |
| Total Expense Ratio | 8.77 | 10.54 | 83% |
| Annual Report Gross Expense Ratio | 8.77 | 10.54 | 83% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 4.992 | 4.689 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.91B | 2.04B | 192% |
| Annual Yield % from dividends | 6.65 | 6.06 | 110% |
| Returns for 1 year | 12.38 | 15.47 | 80% |
| Returns for 3 years | 65.99 | 72.68 | 91% |
| Returns for 5 years | 251.49 | 234.10 | 107% |
| Returns for 10 years | 101.43 | N/A | - |
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