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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
Aug 01, 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 Hold.
FUNDAMENTALS
Fundamentals
MKVEX has more cash in the bank: 7.3B 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 : 23.39 vs. TRWTX (22.09). MKVEX return over 5 years is better than : 63.10 vs. TRWTX (50.97).
| 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 | 14.371 | 13.588 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.3B | 4.3B | 170% |
| Annual Yield % from dividends | 2.85 | 3.43 | 83% |
| Returns for 1 year | 23.39 | 22.09 | 106% |
| Returns for 3 years | 57.80 | 53.24 | 109% |
| Returns for 5 years | 63.10 | 50.97 | 124% |
| Returns for 10 years | N/A | 108.28 | - |
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