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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
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 MKVCX is a StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
MKVCX has more cash in the bank: 7.41B vs. TRWTX (4.41B). TRWTX pays higher dividends than MKVCX: TRWTX (3.32) vs MKVCX (2.35). 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). TRWTX annual gain was more profitable for investors over the last year : 23.42 vs. MKVCX (21.22). MKVCX return over 5 years is better than : 61.66 vs. TRWTX (58.53).
| 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 | 17.584 | 18.554 | 95% |
| Front Load | N/A | 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 | 2.35 | 3.32 | 71% |
| Returns for 1 year | 21.22 | 23.42 | 91% |
| Returns for 3 years | 68.52 | 69.32 | 99% |
| Returns for 5 years | 61.66 | 58.53 | 105% |
| Returns for 10 years | N/A | 111.88 | - |
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