Interact to see
Advertisement
Advertisement
MKVBX vs TRTIX
MKVBX vs TRTIX Comparison
Open Charts MKVBX vs TRTIX
MKVBX vs TRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MKVBX vs. TRTIX commentary
Sep 12, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.8B vs. MKVBX (7.21B). MKVBX pays higher dividends than TRTIX: MKVBX (2.92) vs TRTIX (2.40). 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: 23.00 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 : 23.05 vs. MKVBX (17.93). TRTIX return over 5 years is better than : 95.37 vs. MKVBX (60.16).
| 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 | 15.375 | 15.130 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.21B | 16.8B | 43% |
| Annual Yield % from dividends | 2.92 | 2.40 | 121% |
| Returns for 1 year | 17.93 | 23.05 | 78% |
| Returns for 3 years | 64.89 | 90.39 | 72% |
| Returns for 5 years | 60.16 | 95.37 | 63% |
| Returns for 10 years | N/A | 156.45 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers