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MKVCX vs TRWTX
MKVCX vs TRWTX Comparison
Open Charts MKVCX vs TRWTX
MKVCX vs TRWTX Comparison Chart in %
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MKVCX 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 MKVCX is a StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
MKVCX has more cash in the bank: 7.31B vs. TRWTX (4.32B). TRWTX pays higher dividends than MKVCX: TRWTX (3.43) vs MKVCX (2.47). MKVCX was incepted earlier than TRWTX: MKVCX (6 years) vs TRWTX (34 years). MKVCX (1.74) is less costly to investors than TRWTX (0.76). MKVCX is a more actively managed with annual turnover of: 22.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than MKVCX: TRWTX (0) vs MKVCX (1000). MKVCX (20.82) and TRWTX (20.47) have marching annual gain over last year. MKVCX return over 5 years is better than : 53.54 vs. TRWTX (49.42).
| MKVCX | TRWTX | MKVCX / TRWTX | |
| Total Expense Ratio | 1.71 | 0.76 | 225% |
| Annual Report Gross Expense Ratio | 1.74 | 0.76 | 229% |
| Fund Existence | 6 years | 34 years | - |
| Gain YTD | 11.423 | 13.508 | 85% |
| Front Load | N/A | 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 | 2.47 | 3.43 | 72% |
| Returns for 1 year | 20.82 | 20.47 | 102% |
| Returns for 3 years | 52.04 | 53.74 | 97% |
| Returns for 5 years | 53.54 | 49.42 | 108% |
| Returns for 10 years | N/A | 112.38 | - |