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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
Jun 24, 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 Buy and TRTIX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.9B vs. MKVDX (7.35B). TRTIX (2.52) and MKVDX (2.45) 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: 22.00 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 : 31.98 vs. MKVDX (22.39). TRTIX return over 5 years is better than : 90.82 vs. MKVDX (52.76).
| 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 | 10.072 | 11.815 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.35B | 16.9B | 43% |
| Annual Yield % from dividends | 2.45 | 2.52 | 98% |
| Returns for 1 year | 22.39 | 31.98 | 70% |
| Returns for 3 years | 56.42 | 89.30 | 63% |
| Returns for 5 years | 52.76 | 90.82 | 58% |
| Returns for 10 years | N/A | 169.91 | - |
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