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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
Aug 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 MKVFX is a Buy and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
MKVFX has more cash in the bank: 7.38B vs. TRWTX (4.38B). TRWTX pays higher dividends than MKVFX: TRWTX (3.32) vs MKVFX (2.89). MKVFX was incepted earlier than TRWTX: MKVFX (6 years) vs TRWTX (34 years). MKVFX (0.99) is less costly to investors than TRWTX (0.76). MKVFX is a more actively managed with annual turnover of: 22.00 vs. TRWTX (13.00). MKVFX (0) and TRWTX (0) have matching initial minimum investment requirements. MKVFX (26.30) and TRWTX (25.88) have marching annual gain over last year. MKVFX return over 5 years is better than : 67.33 vs. TRWTX (54.20).
| MKVFX | TRWTX | MKVFX / TRWTX | |
| Total Expense Ratio | 0.96 | 0.76 | 126% |
| Annual Report Gross Expense Ratio | 0.99 | 0.76 | 130% |
| Fund Existence | 6 years | 34 years | - |
| Gain YTD | 16.024 | 16.011 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.38B | 4.38B | 169% |
| Annual Yield % from dividends | 2.89 | 3.32 | 87% |
| Returns for 1 year | 26.30 | 25.88 | 102% |
| Returns for 3 years | 62.45 | 57.59 | 108% |
| Returns for 5 years | 67.33 | 54.20 | 124% |
| Returns for 10 years | N/A | 114.15 | - |
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