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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
Jul 14, 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: 7.31B vs. TRWTX (4.32B). TRWTX pays higher dividends than MKVBX: TRWTX (3.43) vs MKVBX (3.10). 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 annual gain was more profitable for investors over the last year : 21.73 vs. TRWTX (20.47). MKVBX return over 5 years is better than : 58.35 vs. TRWTX (49.42).
| 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 | 11.800 | 13.508 | 87% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.31B | 4.32B | 169% |
| Annual Yield % from dividends | 3.10 | 3.43 | 91% |
| Returns for 1 year | 21.73 | 20.47 | 106% |
| Returns for 3 years | 55.45 | 53.74 | 103% |
| Returns for 5 years | 58.35 | 49.42 | 118% |
| Returns for 10 years | N/A | 112.38 | - |
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