Interact to see
Advertisement
Advertisement
FMDRX vs OAKWX
FMDRX vs OAKWX Comparison
Open Charts FMDRX vs OAKWX
FMDRX vs OAKWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FMDRX vs. OAKWX 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 FMDRX is a Hold and OAKWX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 8.98B vs. OAKWX (845M). FMDRX pays higher dividends than OAKWX: FMDRX (1.82) vs OAKWX (1.50). FMDRX was incepted earlier than OAKWX: FMDRX (13 years) vs OAKWX (20 years). OAKWX (1.11) is less costly to investors than FMDRX (0.89). OAKWX is a more actively managed with annual turnover of: 65.00 vs. FMDRX (42.28). OAKWX has a lower initial minimum investment than FMDRX: OAKWX (0) vs FMDRX (1000000). FMDRX annual gain was more profitable for investors over the last year : 3.31 vs. OAKWX (0.95). FMDRX return over 5 years is better than : 5.43 vs. OAKWX (3.29).
| FMDRX | OAKWX | FMDRX / OAKWX | |
| Total Expense Ratio | 0.89 | 1.11 | 80% |
| Annual Report Gross Expense Ratio | 0.89 | 1.11 | 80% |
| Fund Existence | 13 years | 20 years | - |
| Gain YTD | 0.561 | -6.983 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.98B | 845M | 1,062% |
| Annual Yield % from dividends | 1.82 | 1.50 | 122% |
| Returns for 1 year | 3.31 | 0.95 | 350% |
| Returns for 3 years | 15.38 | 27.82 | 55% |
| Returns for 5 years | 5.43 | 3.29 | 165% |
| Returns for 10 years | 24.92 | 84.37 | 30% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement