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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 03, 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 Buy and OAKWX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.15B 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 : 4.83 vs. OAKWX (4.54). FMDRX (3.79) and OAKWX (3.69) have equivalent 5 years return.
| 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 | 1.684 | -4.061 | -41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.15B | 845M | 1,083% |
| Annual Yield % from dividends | 1.82 | 1.50 | 122% |
| Returns for 1 year | 4.83 | 4.54 | 106% |
| Returns for 3 years | 18.19 | 31.24 | 58% |
| Returns for 5 years | 3.79 | 3.69 | 103% |
| Returns for 10 years | 21.65 | 79.42 | 27% |
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