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MKVHX vs TRWTX
MKVHX vs TRWTX Comparison
Open Charts MKVHX vs TRWTX
MKVHX vs TRWTX Comparison Chart in %
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MKVHX vs. TRWTX commentary
Jul 05, 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 MKVHX is a Hold and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
MKVHX has more cash in the bank: 7.37B vs. TRWTX (4.3B). TRWTX (3.43) and MKVHX (3.27) have matching dividends . MKVHX was incepted earlier than TRWTX: MKVHX (6 years) vs TRWTX (34 years). TRWTX (0.76) is less costly to investors than MKVHX (0.71). MKVHX is a more actively managed with annual turnover of: 22.00 vs. TRWTX (13.00). MKVHX (0) and TRWTX (0) have matching initial minimum investment requirements. MKVHX annual gain was more profitable for investors over the last year : 21.35 vs. TRWTX (18.84). MKVHX return over 5 years is better than : 59.58 vs. TRWTX (48.89).
| MKVHX | TRWTX | MKVHX / TRWTX | |
| Total Expense Ratio | 0.67 | 0.76 | 88% |
| Annual Report Gross Expense Ratio | 0.71 | 0.76 | 93% |
| Fund Existence | 6 years | 34 years | - |
| Gain YTD | 11.751 | 12.793 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.37B | 4.3B | 172% |
| Annual Yield % from dividends | 3.27 | 3.43 | 96% |
| Returns for 1 year | 21.35 | 18.84 | 113% |
| Returns for 3 years | 59.16 | 56.43 | 105% |
| Returns for 5 years | 59.58 | 48.89 | 122% |
| Returns for 10 years | N/A | 115.84 | - |
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