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MKVEX vs TRTIX
MKVEX vs TRTIX Comparison
Open Charts MKVEX vs TRTIX
MKVEX vs TRTIX Comparison Chart in %
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MKVEX vs. TRTIX commentary
Jul 07, 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 MKVEX is a StrongBuy and TRTIX is a Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.9B vs. MKVEX (7.37B). MKVEX pays higher dividends than TRTIX: MKVEX (2.85) vs TRTIX (2.52). MKVEX was incepted earlier than TRTIX: MKVEX (6 years) vs TRTIX (11 years). MKVEX (1.24) is less costly to investors than TRTIX (0.68). MKVEX is a more actively managed with annual turnover of: 22.00 vs. TRTIX (15.00). MKVEX has a lower initial minimum investment than TRTIX: MKVEX (0) vs TRTIX (500000). TRTIX annual gain was more profitable for investors over the last year : 27.52 vs. MKVEX (20.32). TRTIX return over 5 years is better than : 94.03 vs. MKVEX (58.83).
| MKVEX | TRTIX | MKVEX / TRTIX | |
| Total Expense Ratio | 1.21 | 0.68 | 178% |
| Annual Report Gross Expense Ratio | 1.24 | 0.68 | 182% |
| Fund Existence | 6 years | 11 years | - |
| Gain YTD | 11.461 | 12.410 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.37B | 16.9B | 44% |
| Annual Yield % from dividends | 2.85 | 2.52 | 113% |
| Returns for 1 year | 20.32 | 27.52 | 74% |
| Returns for 3 years | 60.42 | 89.68 | 67% |
| Returns for 5 years | 58.83 | 94.03 | 63% |
| Returns for 10 years | N/A | 165.52 | - |
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