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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
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 TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
MKVBX has more cash in the bank: 7.41B vs. TRWTX (4.41B). 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). TRWTX annual gain was more profitable for investors over the last year : 23.42 vs. MKVBX (22.17). MKVBX return over 5 years is better than : 66.92 vs. TRWTX (58.53).
| 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 | 18.117 | 18.554 | 98% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.41B | 4.41B | 168% |
| Annual Yield % from dividends | 2.94 | 3.32 | 89% |
| Returns for 1 year | 22.17 | 23.42 | 95% |
| Returns for 3 years | 72.42 | 69.32 | 104% |
| Returns for 5 years | 66.92 | 58.53 | 114% |
| Returns for 10 years | N/A | 111.88 | - |
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