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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
Jun 21, 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 Hold and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MKVCX has more cash in the bank: 7.35B vs. TRWTX (4.33B). TRWTX pays higher dividends than MKVCX: TRWTX (3.44) 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). TRWTX (22.26) and MKVCX (21.69) have marching annual gain over last year. MKVCX (52.53) and TRWTX (51.25) have equivalent 5 years return.
| 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 | 10.108 | 12.952 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.35B | 4.33B | 170% |
| Annual Yield % from dividends | 2.47 | 3.44 | 72% |
| Returns for 1 year | 21.69 | 22.26 | 97% |
| Returns for 3 years | 44.86 | 44.41 | 101% |
| Returns for 5 years | 52.53 | 51.25 | 103% |
| Returns for 10 years | N/A | 109.40 | - |
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