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MKVBX vs TRWTX
MKVBX vs TRWTX Comparison
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MKVBX vs TRWTX Comparison Chart in %
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MKVBX vs. TRWTX commentary
Aug 03, 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 TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
MKVBX has more cash in the bank: 7.38B vs. TRWTX (4.38B). TRWTX pays higher dividends than MKVBX: TRWTX (3.32) vs MKVBX (2.94). MKVBX was incepted earlier than TRWTX: MKVBX (6 years) vs TRWTX (34 years). MKVBX (0.99) is less costly to investors than TRWTX (0.76). MKVBX is a more actively managed with annual turnover of: 22.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than MKVBX: TRWTX (0) vs MKVBX (1000). MKVBX (26.25) and TRWTX (25.88) have marching annual gain over last year. MKVBX return over 5 years is better than : 64.59 vs. TRWTX (54.20).
| MKVBX | TRWTX | MKVBX / TRWTX | |
| Total Expense Ratio | 0.96 | 0.76 | 126% |
| Annual Report Gross Expense Ratio | 0.99 | 0.76 | 130% |
| Fund Existence | 6 years | 34 years | - |
| Gain YTD | 16.031 | 16.011 | 100% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.38B | 4.38B | 169% |
| Annual Yield % from dividends | 2.94 | 3.32 | 89% |
| Returns for 1 year | 26.25 | 25.88 | 101% |
| Returns for 3 years | 62.43 | 57.59 | 108% |
| Returns for 5 years | 64.59 | 54.20 | 119% |
| Returns for 10 years | N/A | 114.15 | - |
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