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MKVDX vs TRWTX
MKVDX vs TRWTX Comparison
Open Charts MKVDX vs TRWTX
MKVDX vs TRWTX Comparison Chart in %
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MKVDX vs. TRWTX 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 TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MKVDX has more cash in the bank: 7.35B vs. TRWTX (4.31B). TRWTX pays higher dividends than MKVDX: TRWTX (3.44) vs MKVDX (2.45). MKVDX was incepted earlier than TRWTX: MKVDX (6 years) vs TRWTX (34 years). MKVDX (1.74) is less costly to investors than TRWTX (0.76). MKVDX is a more actively managed with annual turnover of: 22.00 vs. TRWTX (13.00). MKVDX (0) and TRWTX (0) have matching initial minimum investment requirements. TRWTX (23.48) and MKVDX (22.39) have marching annual gain over last year. MKVDX return over 5 years is better than : 52.76 vs. TRWTX (50.06).
| MKVDX | TRWTX | MKVDX / 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 | 10.072 | 12.952 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.35B | 4.31B | 170% |
| Annual Yield % from dividends | 2.45 | 3.44 | 71% |
| Returns for 1 year | 22.39 | 23.48 | 95% |
| Returns for 3 years | 56.42 | 59.84 | 94% |
| Returns for 5 years | 52.76 | 50.06 | 105% |
| Returns for 10 years | N/A | 121.60 | - |
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