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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
Sep 12, 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 StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
MKVHX has more cash in the bank: 7.18B vs. TRWTX (4.25B). TRWTX pays higher dividends than MKVHX: TRWTX (3.27) vs MKVHX (3.08). MKVHX was incepted earlier than TRWTX: MKVHX (6 years) vs TRWTX (34 years). TRWTX (0.74) and MKVHX (0.71) have similar cost to investors . MKVHX is a more actively managed with annual turnover of: 23.00 vs. TRWTX (13.00). MKVHX (0) and TRWTX (0) have matching initial minimum investment requirements. TRWTX (19.05) and MKVHX (18.38) have marching annual gain over last year. MKVHX return over 5 years is better than : 62.38 vs. TRWTX (52.31).
| MKVHX | TRWTX | MKVHX / TRWTX | |
| Total Expense Ratio | 0.67 | 0.74 | 91% |
| Annual Report Gross Expense Ratio | 0.71 | 0.74 | 96% |
| Fund Existence | 6 years | 34 years | - |
| Gain YTD | 15.668 | 15.812 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.18B | 4.25B | 169% |
| Annual Yield % from dividends | 3.08 | 3.27 | 94% |
| Returns for 1 year | 18.38 | 19.05 | 97% |
| Returns for 3 years | 66.40 | 64.39 | 103% |
| Returns for 5 years | 62.38 | 52.31 | 119% |
| Returns for 10 years | N/A | 110.45 | - |
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