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FIDPX vs OAKIX
FIDPX vs OAKIX Comparison
Open Charts FIDPX vs OAKIX
FIDPX vs OAKIX Comparison Chart in %
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FIDPX vs. OAKIX commentary
Jul 28, 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 FIDPX is a Hold and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.4B vs. FIDPX (144M). FIDPX pays higher dividends than OAKIX: FIDPX (4.47) vs OAKIX (1.83). FIDPX was incepted earlier than OAKIX: FIDPX (11 years) vs OAKIX (34 years). OAKIX (1.06) is less costly to investors than FIDPX (0.37). OAKIX is a more actively managed with annual turnover of: 51.00 vs. FIDPX (37.00). FIDPX (0) and OAKIX (0) have matching initial minimum investment requirements. FIDPX annual gain was more profitable for investors over the last year : 12.93 vs. OAKIX (7.90). FIDPX return over 5 years is better than : 55.82 vs. OAKIX (24.02).
| FIDPX | OAKIX | FIDPX / OAKIX | |
| Total Expense Ratio | 0.00 | 1.06 | - |
| Annual Report Gross Expense Ratio | 0.37 | 1.06 | 35% |
| Fund Existence | 11 years | 34 years | - |
| Gain YTD | 6.495 | 3.231 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144M | 12.4B | 1% |
| Annual Yield % from dividends | 4.47 | 1.83 | 245% |
| Returns for 1 year | 12.93 | 7.90 | 164% |
| Returns for 3 years | 42.30 | 26.45 | 160% |
| Returns for 5 years | 55.82 | 24.02 | 232% |
| Returns for 10 years | 91.33 | 78.76 | 116% |
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