Interact to see
Advertisement
Advertisement
MKVEX vs TRWTX
MKVEX vs TRWTX Comparison
Open Charts MKVEX vs TRWTX
MKVEX vs TRWTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MKVEX 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 MKVEX is a StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
MKVEX has more cash in the bank: 7.41B vs. TRWTX (4.41B). TRWTX pays higher dividends than MKVEX: TRWTX (3.32) vs MKVEX (2.70). MKVEX was incepted earlier than TRWTX: MKVEX (6 years) vs TRWTX (34 years). MKVEX (1.24) is less costly to investors than TRWTX (0.76). MKVEX is a more actively managed with annual turnover of: 22.00 vs. TRWTX (13.00). MKVEX (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. MKVEX (21.86). MKVEX return over 5 years is better than : 67.54 vs. TRWTX (58.53).
| MKVEX | TRWTX | MKVEX / TRWTX | |
| Total Expense Ratio | 1.21 | 0.76 | 159% |
| Annual Report Gross Expense Ratio | 1.24 | 0.76 | 163% |
| Fund Existence | 6 years | 34 years | - |
| Gain YTD | 17.933 | 18.554 | 97% |
| 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 | 2.70 | 3.32 | 81% |
| Returns for 1 year | 21.86 | 23.42 | 93% |
| Returns for 3 years | 71.21 | 69.32 | 103% |
| Returns for 5 years | 67.54 | 58.53 | 115% |
| Returns for 10 years | N/A | 111.88 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement