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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
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 TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
MKVEX has more cash in the bank: 7.37B vs. TRWTX (4.3B). TRWTX pays higher dividends than MKVEX: TRWTX (3.43) vs MKVEX (2.85). 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. MKVEX annual gain was more profitable for investors over the last year : 20.32 vs. TRWTX (18.50). MKVEX return over 5 years is better than : 58.83 vs. TRWTX (49.23).
| 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 | 34 years | - |
| Gain YTD | 11.461 | 12.793 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.37B | 4.3B | 172% |
| Annual Yield % from dividends | 2.85 | 3.43 | 83% |
| Returns for 1 year | 20.32 | 18.50 | 110% |
| Returns for 3 years | 60.42 | 59.70 | 101% |
| Returns for 5 years | 58.83 | 49.23 | 119% |
| Returns for 10 years | N/A | 118.46 | - |
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