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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
Sep 13, 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: 7.18B vs. TRWTX (4.25B). TRWTX pays higher dividends than MKVCX: TRWTX (3.27) vs MKVCX (2.33). MKVCX was incepted earlier than TRWTX: MKVCX (6 years) vs TRWTX (34 years). MKVCX (1.74) is less costly to investors than TRWTX (0.74). MKVCX is a more actively managed with annual turnover of: 23.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than MKVCX: TRWTX (0) vs MKVCX (1000). TRWTX annual gain was more profitable for investors over the last year : 19.05 vs. MKVCX (17.05). MKVCX return over 5 years is better than : 55.30 vs. TRWTX (52.31).
| MKVCX | TRWTX | MKVCX / TRWTX | |
| Total Expense Ratio | 1.71 | 0.74 | 231% |
| Annual Report Gross Expense Ratio | 1.74 | 0.74 | 235% |
| Fund Existence | 6 years | 34 years | - |
| Gain YTD | 14.833 | 15.812 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.18B | 4.25B | 169% |
| Annual Yield % from dividends | 2.33 | 3.27 | 71% |
| Returns for 1 year | 17.05 | 19.05 | 90% |
| Returns for 3 years | 61.23 | 64.39 | 95% |
| Returns for 5 years | 55.30 | 52.31 | 106% |
| Returns for 10 years | N/A | 110.45 | - |
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