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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
Sep 13, 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: 7.18B vs. TRWTX (4.25B). TRWTX pays higher dividends than MKVEX: TRWTX (3.27) vs MKVEX (2.68). MKVEX was incepted earlier than TRWTX: MKVEX (6 years) vs TRWTX (34 years). MKVEX (1.24) is less costly to investors than TRWTX (0.74). MKVEX is a more actively managed with annual turnover of: 23.00 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 : 19.05 vs. MKVEX (17.71). MKVEX return over 5 years is better than : 60.88 vs. TRWTX (52.31).
| MKVEX | TRWTX | MKVEX / TRWTX | |
| Total Expense Ratio | 1.21 | 0.74 | 164% |
| Annual Report Gross Expense Ratio | 1.24 | 0.74 | 168% |
| Fund Existence | 6 years | 34 years | - |
| Gain YTD | 15.202 | 15.812 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.18B | 4.25B | 169% |
| Annual Yield % from dividends | 2.68 | 3.27 | 82% |
| Returns for 1 year | 17.71 | 19.05 | 93% |
| Returns for 3 years | 63.75 | 64.39 | 99% |
| Returns for 5 years | 60.88 | 52.31 | 116% |
| Returns for 10 years | N/A | 110.45 | - |
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