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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
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 TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
MKVDX has more cash in the bank: 7.18B vs. TRWTX (4.25B). TRWTX pays higher dividends than MKVDX: TRWTX (3.27) vs MKVDX (2.31). MKVDX was incepted earlier than TRWTX: MKVDX (6 years) vs TRWTX (34 years). MKVDX (1.74) is less costly to investors than TRWTX (0.74). MKVDX is a more actively managed with annual turnover of: 23.00 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 : 19.05 vs. MKVDX (17.05). MKVDX return over 5 years is better than : 56.81 vs. TRWTX (52.31).
| MKVDX | TRWTX | MKVDX / TRWTX | |
| Total Expense Ratio | 1.71 | 0.74 | 231% |
| Annual Report Gross Expense Ratio | 1.74 | 0.74 | 235% |
| Fund Existence | 6 years | 34 years | - |
| Gain YTD | 14.779 | 15.812 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.18B | 4.25B | 169% |
| Annual Yield % from dividends | 2.31 | 3.27 | 71% |
| Returns for 1 year | 17.05 | 19.05 | 90% |
| Returns for 3 years | 61.21 | 64.39 | 95% |
| Returns for 5 years | 56.81 | 52.31 | 109% |
| Returns for 10 years | N/A | 110.45 | - |
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