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
Jun 24, 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 Buy and TRTIX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.9B vs. MKVBX (7.35B). 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 : 31.98 vs. MKVBX (23.32). TRTIX return over 5 years is better than : 90.82 vs. MKVBX (56.14).
| 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 | 10.489 | 11.815 | 89% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.35B | 16.9B | 43% |
| Annual Yield % from dividends | 3.10 | 2.52 | 123% |
| Returns for 1 year | 23.32 | 31.98 | 73% |
| Returns for 3 years | 60.02 | 89.30 | 67% |
| Returns for 5 years | 56.14 | 90.82 | 62% |
| Returns for 10 years | N/A | 169.91 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement