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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
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 FIDPX is a Hold and OAKIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.9B vs. FIDPX (137M). FIDPX pays higher dividends than OAKIX: FIDPX (4.58) vs OAKIX (1.82). 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. OAKIX annual gain was more profitable for investors over the last year : 13.09 vs. FIDPX (11.36). FIDPX return over 5 years is better than : 52.98 vs. OAKIX (17.36).
| 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 | 3.046 | 0.277 | 1,100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137M | 12.9B | 1% |
| Annual Yield % from dividends | 4.58 | 1.82 | 252% |
| Returns for 1 year | 11.36 | 13.09 | 87% |
| Returns for 3 years | 44.44 | 30.71 | 145% |
| Returns for 5 years | 52.98 | 17.36 | 305% |
| Returns for 10 years | 97.63 | 89.70 | 109% |
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