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MKVBX vs TRTIX
MKVBX vs TRTIX Comparison
Open Charts MKVBX vs TRTIX
MKVBX vs TRTIX Comparison Chart in %
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MKVBX vs. TRTIX commentary
Jul 14, 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 MKVBX is a StrongBuy and TRTIX is a Buy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17B vs. MKVBX (7.31B). MKVBX pays higher dividends than TRTIX: MKVBX (3.10) vs TRTIX (2.52). MKVBX was incepted earlier than TRTIX: MKVBX (6 years) vs TRTIX (11 years). MKVBX (0.99) is less costly to investors than TRTIX (0.68). MKVBX is a more actively managed with annual turnover of: 22.00 vs. TRTIX (15.00). MKVBX has a lower initial minimum investment than TRTIX: MKVBX (1000) vs TRTIX (500000). TRTIX annual gain was more profitable for investors over the last year : 28.51 vs. MKVBX (21.73). TRTIX return over 5 years is better than : 94.24 vs. MKVBX (58.35).
| MKVBX | TRTIX | MKVBX / TRTIX | |
| Total Expense Ratio | 0.96 | 0.68 | 141% |
| Annual Report Gross Expense Ratio | 0.99 | 0.68 | 146% |
| Fund Existence | 6 years | 11 years | - |
| Gain YTD | 11.800 | 12.962 | 91% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.31B | 17B | 43% |
| Annual Yield % from dividends | 3.10 | 2.52 | 123% |
| Returns for 1 year | 21.73 | 28.51 | 76% |
| Returns for 3 years | 55.45 | 83.95 | 66% |
| Returns for 5 years | 58.35 | 94.24 | 62% |
| Returns for 10 years | N/A | 158.80 | - |
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