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MKVEX vs TRWTX
MKVEX vs TRWTX Comparison
Open Charts MKVEX vs TRWTX
MKVEX vs TRWTX Comparison Chart in %
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MKVEX vs. TRWTX commentary
Jun 03, 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 Buy and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MKVEX has more cash in the bank: 7.4B vs. TRWTX (4.32B). TRWTX pays higher dividends than MKVEX: TRWTX (3.44) vs MKVEX (2.84). MKVEX was incepted earlier than TRWTX: MKVEX (6 years) vs TRWTX (33 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 (20.68) and MKVEX (20.47) have marching annual gain over last year. MKVEX return over 5 years is better than : 51.52 vs. TRWTX (46.23).
| 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 | 33 years | - |
| Gain YTD | 9.857 | 11.998 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.4B | 4.32B | 171% |
| Annual Yield % from dividends | 2.84 | 3.44 | 83% |
| Returns for 1 year | 20.47 | 20.68 | 99% |
| Returns for 3 years | 57.99 | 57.37 | 101% |
| Returns for 5 years | 51.52 | 46.23 | 111% |
| Returns for 10 years | N/A | 104.63 | - |
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