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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
Jul 14, 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 StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
MKVIX has more cash in the bank: 7.31B vs. TRWTX (4.32B). TRWTX pays higher dividends than MKVIX: TRWTX (3.43) 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 annual gain was more profitable for investors over the last year : 22.05 vs. TRWTX (20.47). MKVIX return over 5 years is better than : 60.52 vs. TRWTX (49.42).
| 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 | 12.026 | 13.508 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.31B | 4.32B | 169% |
| Annual Yield % from dividends | 3.24 | 3.43 | 95% |
| Returns for 1 year | 22.05 | 20.47 | 108% |
| Returns for 3 years | 56.77 | 53.74 | 106% |
| Returns for 5 years | 60.52 | 49.42 | 122% |
| Returns for 10 years | N/A | 112.38 | - |