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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 24, 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: 7.35B vs. TRWTX (4.31B). TRWTX pays higher dividends than MKVIX: TRWTX (3.44) vs MKVIX (3.24). 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 (23.65) and TRWTX (23.48) have marching annual gain over last year. MKVIX return over 5 years is better than : 58.21 vs. TRWTX (50.06).
| 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 | 10.664 | 12.952 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.35B | 4.31B | 170% |
| Annual Yield % from dividends | 3.24 | 3.44 | 94% |
| Returns for 1 year | 23.65 | 23.48 | 101% |
| Returns for 3 years | 61.28 | 59.84 | 102% |
| Returns for 5 years | 58.21 | 50.06 | 116% |
| Returns for 10 years | N/A | 121.60 | - |
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