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MKVBX vs TRWTX
MKVBX vs TRWTX Comparison
Open Charts MKVBX vs TRWTX
MFS International Large Cap Value A
Price$13.65
Change+$0.31 (+2.32%)
VolumeN/A
Net Assets6.01B
Transamerica International Equity I3
Price$21.27
Change+$0.58 (+2.80%)
VolumeN/A
Net Assets3.84B
MKVBX vs TRWTX Comparison Chart
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MKVBX vs. TRWTX commentary
Apr 12, 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 MKVBX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
MKVBX has more cash in the bank: 6.01B vs. TRWTX (3.84B). MKVBX (2.53) and TRWTX (2.51) have matching dividends . MKVBX was incepted earlier than TRWTX: MKVBX (5 years) vs TRWTX (32 years). MKVBX (1.05) is less costly to investors than TRWTX (0.76). MKVBX is a more actively managed with annual turnover of: 17.00 vs. TRWTX (12.00). TRWTX has a lower initial minimum investment than MKVBX: TRWTX (0) vs MKVBX (1000). TRWTX annual gain was more profitable for investors over the last year : 2.07 vs. MKVBX (1.81).
| MKVBX | TRWTX | MKVBX / TRWTX | |
| Total Expense Ratio | 0.98 | 0.76 | 129% |
| Annual Report Gross Expense Ratio | 1.05 | 0.76 | 138% |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | 2.537 | 1.124 | 226% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.01B | 3.84B | 157% |
| Annual Yield % from dividends | 2.53 | 2.51 | 101% |
| Returns for 1 year | 1.81 | 2.07 | 87% |
| Returns for 3 years | 13.28 | 13.35 | 99% |
| Returns for 5 years | N/A | 59.25 | - |
| Returns for 10 years | N/A | 33.45 | - |
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