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MKVGX vs TRWTX
MKVGX vs TRWTX Comparison
Open Charts MKVGX vs TRWTX
MKVGX vs TRWTX Comparison Chart in %
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MKVGX vs. TRWTX commentary
Sep 06, 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 MKVGX is a StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
MKVGX has more cash in the bank: 7.27B vs. TRWTX (4.36B). TRWTX pays higher dividends than MKVGX: TRWTX (3.27) vs MKVGX (3.05). MKVGX was incepted earlier than TRWTX: MKVGX (6 years) vs TRWTX (34 years). TRWTX (0.76) and MKVGX (0.74) have similar cost to investors . MKVGX is a more actively managed with annual turnover of: 22.00 vs. TRWTX (13.00). MKVGX (0) and TRWTX (0) have matching initial minimum investment requirements. TRWTX annual gain was more profitable for investors over the last year : 24.73 vs. MKVGX (23.28). MKVGX return over 5 years is better than : 64.40 vs. TRWTX (53.69).
| MKVGX | TRWTX | MKVGX / TRWTX | |
| Total Expense Ratio | 0.71 | 0.76 | 93% |
| Annual Report Gross Expense Ratio | 0.74 | 0.76 | 97% |
| Fund Existence | 6 years | 34 years | - |
| Gain YTD | 16.825 | 18.673 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.27B | 4.36B | 167% |
| Annual Yield % from dividends | 3.05 | 3.27 | 93% |
| Returns for 1 year | 23.28 | 24.73 | 94% |
| Returns for 3 years | 67.33 | 68.28 | 99% |
| Returns for 5 years | 64.40 | 53.69 | 120% |
| Returns for 10 years | N/A | 108.04 | - |
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