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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
Aug 23, 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 TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
MKVDX has more cash in the bank: 7.41B vs. TRWTX (4.41B). TRWTX pays higher dividends than MKVDX: TRWTX (3.32) vs MKVDX (2.33). 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 annual gain was more profitable for investors over the last year : 23.42 vs. MKVDX (21.21). MKVDX return over 5 years is better than : 63.34 vs. TRWTX (58.53).
| 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 | 17.521 | 18.554 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.41B | 4.41B | 168% |
| Annual Yield % from dividends | 2.33 | 3.32 | 70% |
| Returns for 1 year | 21.21 | 23.42 | 91% |
| Returns for 3 years | 68.47 | 69.32 | 99% |
| Returns for 5 years | 63.34 | 58.53 | 108% |
| Returns for 10 years | N/A | 111.88 | - |
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