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MKVFX vs TRWTX
MKVFX vs TRWTX Comparison
Open Charts MKVFX vs TRWTX
MKVFX vs TRWTX Comparison Chart in %
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MKVFX vs. TRWTX commentary
Sep 12, 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 MKVFX is a StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
MKVFX has more cash in the bank: 7.18B vs. TRWTX (4.25B). TRWTX pays higher dividends than MKVFX: TRWTX (3.27) vs MKVFX (2.87). MKVFX was incepted earlier than TRWTX: MKVFX (6 years) vs TRWTX (34 years). MKVFX (0.99) is less costly to investors than TRWTX (0.74). MKVFX is a more actively managed with annual turnover of: 23.00 vs. TRWTX (13.00). MKVFX (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. MKVFX (17.93). MKVFX return over 5 years is better than : 62.84 vs. TRWTX (52.31).
| MKVFX | TRWTX | MKVFX / TRWTX | |
| Total Expense Ratio | 0.96 | 0.74 | 130% |
| Annual Report Gross Expense Ratio | 0.99 | 0.74 | 134% |
| Fund Existence | 6 years | 34 years | - |
| Gain YTD | 15.371 | 15.812 | 97% |
| 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 | 2.87 | 3.27 | 88% |
| Returns for 1 year | 17.93 | 19.05 | 94% |
| Returns for 3 years | 64.91 | 64.39 | 101% |
| Returns for 5 years | 62.84 | 52.31 | 120% |
| Returns for 10 years | N/A | 110.45 | - |
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