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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
Aug 18, 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 Buy and OAKIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.8B vs. FIDPX (147M). FIDPX pays higher dividends than OAKIX: FIDPX (4.37) vs OAKIX (1.74). FIDPX was incepted earlier than OAKIX: FIDPX (12 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 : 15.71 vs. FIDPX (13.10). FIDPX return over 5 years is better than : 55.29 vs. OAKIX (27.96).
| FIDPX | OAKIX | FIDPX / OAKIX | |
| Total Expense Ratio | 0.00 | 1.06 | - |
| Annual Report Gross Expense Ratio | 0.37 | 1.06 | 35% |
| Fund Existence | 12 years | 34 years | - |
| Gain YTD | 7.968 | 8.123 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 12.8B | 1% |
| Annual Yield % from dividends | 4.37 | 1.74 | 251% |
| Returns for 1 year | 13.10 | 15.71 | 83% |
| Returns for 3 years | 49.69 | 40.20 | 124% |
| Returns for 5 years | 55.29 | 27.96 | 198% |
| Returns for 10 years | 91.79 | 80.76 | 114% |
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