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MKVBX vs TRWTX
MKVBX vs TRWTX Comparison
Open Charts MKVBX vs TRWTX
MKVBX vs TRWTX Comparison Chart in %
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MKVBX vs. TRWTX 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 TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
MKVBX has more cash in the bank: 7.21B vs. TRWTX (4.25B). TRWTX pays higher dividends than MKVBX: TRWTX (3.27) vs MKVBX (2.92). MKVBX was incepted earlier than TRWTX: MKVBX (6 years) vs TRWTX (34 years). MKVBX (0.99) is less costly to investors than TRWTX (0.74). MKVBX is a more actively managed with annual turnover of: 23.00 vs. TRWTX (13.00). 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 : 19.05 vs. MKVBX (17.93). MKVBX return over 5 years is better than : 60.16 vs. TRWTX (52.31).
| MKVBX | TRWTX | MKVBX / TRWTX | |
| Total Expense Ratio | 0.96 | 0.74 | 130% |
| Annual Report Gross Expense Ratio | 0.99 | 0.74 | 134% |
| Fund Existence | 6 years | 34 years | - |
| Gain YTD | 15.375 | 15.812 | 97% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.21B | 4.25B | 170% |
| Annual Yield % from dividends | 2.92 | 3.27 | 89% |
| Returns for 1 year | 17.93 | 19.05 | 94% |
| Returns for 3 years | 64.89 | 64.39 | 101% |
| Returns for 5 years | 60.16 | 52.31 | 115% |
| Returns for 10 years | N/A | 110.45 | - |
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