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MKVIX vs TRWTX
MKVIX vs TRWTX Comparison
Open Charts MKVIX vs TRWTX
MKVIX vs TRWTX Comparison Chart in %
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MKVIX vs. TRWTX commentary
Jun 04, 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 MKVIX is a Buy and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MKVIX has more cash in the bank: 7.4B vs. TRWTX (4.36B). TRWTX pays higher dividends than MKVIX: TRWTX (3.44) vs MKVIX (3.24). MKVIX was incepted earlier than TRWTX: MKVIX (6 years) vs TRWTX (33 years). TRWTX (0.76) and MKVIX (0.74) have similar cost to investors . MKVIX is a more actively managed with annual turnover of: 22.00 vs. TRWTX (13.00). MKVIX (0) and TRWTX (0) have matching initial minimum investment requirements. MKVIX (21.11) and TRWTX (20.68) have marching annual gain over last year. MKVIX return over 5 years is better than : 53.06 vs. TRWTX (46.23).
| MKVIX | TRWTX | MKVIX / TRWTX | |
| Total Expense Ratio | 0.71 | 0.76 | 93% |
| Annual Report Gross Expense Ratio | 0.74 | 0.76 | 97% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | 10.190 | 11.998 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.4B | 4.36B | 170% |
| Annual Yield % from dividends | 3.24 | 3.44 | 94% |
| Returns for 1 year | 21.11 | 20.68 | 102% |
| Returns for 3 years | 60.46 | 57.37 | 105% |
| Returns for 5 years | 53.06 | 46.23 | 115% |
| Returns for 10 years | N/A | 104.63 | - |
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