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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
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 : 2.64 vs. OAKWX (0.41). FMDRX return over 5 years is better than : 4.32 vs. OAKWX (1.88).
| 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 | 0.437 | -7.438 | -6% |
| 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 | 2.64 | 0.41 | 642% |
| Returns for 3 years | 15.24 | 27.20 | 56% |
| Returns for 5 years | 4.32 | 1.88 | 230% |
| Returns for 10 years | 24.77 | 83.46 | 30% |
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