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MKVIX vs TRWTX
MKVIX vs TRWTX Comparison
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MKVIX vs TRWTX Comparison Chart in %
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MKVIX vs. TRWTX commentary
Aug 03, 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 Buy.
FUNDAMENTALS
Fundamentals
MKVIX has more cash in the bank: 7.38B vs. TRWTX (4.38B). TRWTX pays higher dividends than MKVIX: TRWTX (3.32) vs MKVIX (3.08). MKVIX was incepted earlier than TRWTX: MKVIX (6 years) vs TRWTX (34 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 (26.55) and TRWTX (25.88) have marching annual gain over last year. MKVIX return over 5 years is better than : 66.80 vs. TRWTX (54.20).
| 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 | 34 years | - |
| Gain YTD | 16.232 | 16.011 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.38B | 4.38B | 169% |
| Annual Yield % from dividends | 3.08 | 3.32 | 93% |
| Returns for 1 year | 26.55 | 25.88 | 103% |
| Returns for 3 years | 63.64 | 57.59 | 111% |
| Returns for 5 years | 66.80 | 54.20 | 123% |
| Returns for 10 years | N/A | 114.15 | - |
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