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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
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 TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
MKVDX has more cash in the bank: 7.31B vs. TRWTX (4.32B). TRWTX pays higher dividends than MKVDX: TRWTX (3.43) vs MKVDX (2.46). 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. MKVDX (20.80) and TRWTX (20.47) have marching annual gain over last year. MKVDX return over 5 years is better than : 55.05 vs. TRWTX (49.42).
| 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 | 11.383 | 13.508 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.31B | 4.32B | 169% |
| Annual Yield % from dividends | 2.46 | 3.43 | 72% |
| Returns for 1 year | 20.80 | 20.47 | 102% |
| Returns for 3 years | 52.05 | 53.74 | 97% |
| Returns for 5 years | 55.05 | 49.42 | 111% |
| Returns for 10 years | N/A | 112.38 | - |