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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
Aug 23, 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: 17.3B vs. MKVBX (7.41B). MKVBX pays higher dividends than TRTIX: MKVBX (2.94) vs TRTIX (2.42). 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 : 27.90 vs. MKVBX (22.17). TRTIX return over 5 years is better than : 103.68 vs. MKVBX (66.92).
| 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 | 18.117 | 17.552 | 103% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.41B | 17.3B | 43% |
| Annual Yield % from dividends | 2.94 | 2.42 | 122% |
| Returns for 1 year | 22.17 | 27.90 | 79% |
| Returns for 3 years | 72.42 | 97.32 | 74% |
| Returns for 5 years | 66.92 | 103.68 | 65% |
| Returns for 10 years | N/A | 157.98 | - |
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