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FWMIX vs OAKLX
FWMIX vs OAKLX Comparison
Open Charts FWMIX vs OAKLX
FWMIX vs OAKLX Comparison Chart in %
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FWMIX vs. OAKLX commentary
Jun 15, 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 FWMIX is a Hold and OAKLX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 218B vs. OAKLX (8.18B). FWMIX pays higher dividends than OAKLX: FWMIX (1.45) vs OAKLX (0.39). FWMIX was incepted earlier than OAKLX: FWMIX (9 years) vs OAKLX (30 years). OAKLX (1.00) is less costly to investors than FWMIX (0.26). OAKLX is a more actively managed with annual turnover of: 58.00 vs. FWMIX (29.00). OAKLX has a lower initial minimum investment than FWMIX: OAKLX (0) vs FWMIX (1000000). OAKLX annual gain was more profitable for investors over the last year : 12.01 vs. FWMIX (11.35). OAKLX return over 5 years is better than : 50.81 vs. FWMIX (27.41).
| FWMIX | OAKLX | FWMIX / OAKLX | |
| Total Expense Ratio | 0.26 | 1.00 | 26% |
| Annual Report Gross Expense Ratio | 0.26 | 1.00 | 26% |
| Fund Existence | 9 years | 30 years | - |
| Gain YTD | 6.082 | 0.252 | 2,412% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 8.18B | 2,666% |
| Annual Yield % from dividends | 1.45 | 0.39 | 372% |
| Returns for 1 year | 11.35 | 12.01 | 95% |
| Returns for 3 years | 31.63 | 51.69 | 61% |
| Returns for 5 years | 27.41 | 50.81 | 54% |
| Returns for 10 years | N/A | 144.21 | - |
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