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MKVDX vs TRTIX
MKVDX vs TRTIX Comparison
Open Charts MKVDX vs TRTIX
MKVDX vs TRTIX Comparison Chart in %
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MKVDX vs. TRTIX commentary
Sep 12, 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 MKVDX is a StrongBuy and TRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.8B vs. MKVDX (7.18B). TRTIX (2.40) and MKVDX (2.31) have matching dividends . MKVDX was incepted earlier than TRTIX: MKVDX (6 years) vs TRTIX (11 years). MKVDX (1.74) is less costly to investors than TRTIX (0.68). MKVDX is a more actively managed with annual turnover of: 23.00 vs. TRTIX (15.00). MKVDX has a lower initial minimum investment than TRTIX: MKVDX (0) vs TRTIX (500000). TRTIX annual gain was more profitable for investors over the last year : 23.05 vs. MKVDX (17.05). TRTIX return over 5 years is better than : 95.37 vs. MKVDX (56.81).
| MKVDX | TRTIX | MKVDX / TRTIX | |
| Total Expense Ratio | 1.71 | 0.68 | 251% |
| Annual Report Gross Expense Ratio | 1.74 | 0.68 | 256% |
| Fund Existence | 6 years | 11 years | - |
| Gain YTD | 14.779 | 15.130 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.18B | 16.8B | 43% |
| Annual Yield % from dividends | 2.31 | 2.40 | 96% |
| Returns for 1 year | 17.05 | 23.05 | 74% |
| Returns for 3 years | 61.21 | 90.39 | 68% |
| Returns for 5 years | 56.81 | 95.37 | 60% |
| Returns for 10 years | N/A | 156.45 | - |
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