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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
Jul 14, 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: 7.31B vs. TRWTX (4.32B). TRWTX pays higher dividends than MKVFX: TRWTX (3.43) vs MKVFX (3.05). 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 annual gain was more profitable for investors over the last year : 21.72 vs. TRWTX (20.47). MKVFX return over 5 years is better than : 61.02 vs. TRWTX (49.42).
| 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 | 11.810 | 13.508 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.31B | 4.32B | 169% |
| Annual Yield % from dividends | 3.05 | 3.43 | 89% |
| Returns for 1 year | 21.72 | 20.47 | 106% |
| Returns for 3 years | 55.61 | 53.74 | 103% |
| Returns for 5 years | 61.02 | 49.42 | 123% |
| Returns for 10 years | N/A | 112.38 | - |