OAKGX
Price
$40.42
Change
+$0.03 (+0.07%)
Updated
Jul 13 closing price
Net Assets
1.08B
TEDRX
Price
$31.24
Change
-$0.02 (-0.06%)
Updated
Jul 13 closing price
Net Assets
9.2B
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OAKGX vs TEDRX

OAKGX vs TEDRX Comparison Chart in %
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OAKGX vs. TEDRX commentary
Jul 14, 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 OAKGX is a Buy and TEDRX is a Buy.

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FUNDAMENTALS
Fundamentals
TEDRX has more cash in the bank: 9.2B vs. OAKGX (1.08B). TEDRX pays higher dividends than OAKGX: TEDRX (1.41) vs OAKGX (1.09). OAKGX was incepted earlier than TEDRX: OAKGX (27 years) vs TEDRX (25 years). TEDRX (1.45) is less costly to investors than OAKGX (1.11). OAKGX is a more actively managed with annual turnover of: 68.00 vs. TEDRX (42.28). OAKGX has a lower initial minimum investment than TEDRX: OAKGX (0) vs TEDRX (1000). OAKGX annual gain was more profitable for investors over the last year : 12.02 vs. TEDRX (2.41). OAKGX return over 5 years is better than : 12.65 vs. TEDRX (3.57).
OAKGXTEDRXOAKGX / TEDRX
Total Expense Ratio1.111.4577%
Annual Report Gross Expense Ratio1.111.4577%
Fund Existence27 years25 years-
Gain YTD3.4293.373102%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.08B9.2B12%
Annual Yield % from dividends1.091.4177%
Returns for 1 year12.022.41498%
Returns for 3 years23.5411.19210%
Returns for 5 years12.653.57354%
Returns for 10 years71.9315.68459%
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