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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
Jun 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
MKVBX has more cash in the bank: 7.35B vs. TRWTX (4.31B). TRWTX pays higher dividends than MKVBX: TRWTX (3.44) 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). TRWTX (23.48) and MKVBX (23.32) have marching annual gain over last year. MKVBX return over 5 years is better than : 56.14 vs. TRWTX (50.06).
| 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 | 10.489 | 12.952 | 81% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.35B | 4.31B | 170% |
| Annual Yield % from dividends | 3.10 | 3.44 | 90% |
| Returns for 1 year | 23.32 | 23.48 | 99% |
| Returns for 3 years | 60.02 | 59.84 | 100% |
| Returns for 5 years | 56.14 | 50.06 | 112% |
| Returns for 10 years | N/A | 121.60 | - |
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