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OAKGX vs TEDRX
OAKGX vs TEDRX Comparison
Open Charts OAKGX vs TEDRX
OAKGX vs TEDRX Comparison Chart in %
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OAKGX vs. TEDRX commentary
Jun 04, 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 Hold and TEDRX is a Buy.
FUNDAMENTALS
Fundamentals
TEDRX has more cash in the bank: 9.15B vs. OAKGX (1.09B). TEDRX pays higher dividends than OAKGX: TEDRX (1.40) vs OAKGX (1.09). OAKGX was incepted earlier than TEDRX: OAKGX (27 years) vs TEDRX (24 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 : 16.62 vs. TEDRX (3.73). OAKGX return over 5 years is better than : 8.55 vs. TEDRX (-0.43).
| OAKGX | TEDRX | OAKGX / TEDRX | |
| Total Expense Ratio | 1.11 | 1.45 | 77% |
| Annual Report Gross Expense Ratio | 1.11 | 1.45 | 77% |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 2.866 | 1.422 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 9.15B | 12% |
| Annual Yield % from dividends | 1.09 | 1.40 | 78% |
| Returns for 1 year | 16.62 | 3.73 | 446% |
| Returns for 3 years | 31.03 | 14.80 | 210% |
| Returns for 5 years | 8.55 | -0.43 | -1,986% |
| Returns for 10 years | 68.58 | 15.15 | 453% |
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