Interact to see
Advertisement
Advertisement
MKVDX vs TRTIX
MKVDX vs TRTIX Comparison
Open Charts MKVDX vs TRTIX
MKVDX vs TRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MKVDX vs. TRTIX commentary
Jul 14, 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 Buy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17B vs. MKVDX (7.31B). TRTIX (2.52) and MKVDX (2.46) 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 : 28.51 vs. MKVDX (20.80). TRTIX return over 5 years is better than : 94.24 vs. MKVDX (55.05).
| 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 | 11.383 | 12.962 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.31B | 17B | 43% |
| Annual Yield % from dividends | 2.46 | 2.52 | 98% |
| Returns for 1 year | 20.80 | 28.51 | 73% |
| Returns for 3 years | 52.05 | 83.95 | 62% |
| Returns for 5 years | 55.05 | 94.24 | 58% |
| Returns for 10 years | N/A | 158.80 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers