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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 23, 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: 7.41B vs. TRWTX (4.41B). 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. TRWTX annual gain was more profitable for investors over the last year : 23.42 vs. MKVFX (22.15). MKVFX return over 5 years is better than : 69.69 vs. TRWTX (58.53).
| 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 | 18.101 | 18.554 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.41B | 4.41B | 168% |
| Annual Yield % from dividends | 2.89 | 3.32 | 87% |
| Returns for 1 year | 22.15 | 23.42 | 95% |
| Returns for 3 years | 72.41 | 69.32 | 104% |
| Returns for 5 years | 69.69 | 58.53 | 119% |
| Returns for 10 years | N/A | 111.88 | - |
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