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FMDRX vs OAKWX
FMDRX vs OAKWX Comparison
Open Charts FMDRX vs OAKWX
FMDRX vs OAKWX Comparison Chart in %
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FMDRX vs. OAKWX commentary
Sep 13, 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: 9.28B vs. OAKWX (883M). FMDRX pays higher dividends than OAKWX: FMDRX (1.71) vs OAKWX (1.36). 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). OAKWX annual gain was more profitable for investors over the last year : 8.12 vs. FMDRX (2.41). OAKWX return over 5 years is better than : 15.28 vs. FMDRX (11.47).
| 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 | 6.706 | 4.402 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.28B | 883M | 1,051% |
| Annual Yield % from dividends | 1.71 | 1.36 | 125% |
| Returns for 1 year | 2.41 | 8.12 | 30% |
| Returns for 3 years | 18.27 | 37.04 | 49% |
| Returns for 5 years | 11.47 | 15.28 | 75% |
| Returns for 10 years | 25.88 | 87.32 | 30% |
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