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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
Sep 13, 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 Hold.
FUNDAMENTALS
Fundamentals
TEDRX has more cash in the bank: 9.28B vs. OAKGX (1.11B). TEDRX pays higher dividends than OAKGX: TEDRX (1.31) vs OAKGX (1.01). 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 : 13.85 vs. TEDRX (1.34). OAKGX return over 5 years is better than : 18.36 vs. TEDRX (6.92).
| 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 | 25 years | - |
| Gain YTD | 7.395 | 6.250 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 9.28B | 12% |
| Annual Yield % from dividends | 1.01 | 1.31 | 77% |
| Returns for 1 year | 13.85 | 1.34 | 1,037% |
| Returns for 3 years | 34.65 | 14.91 | 232% |
| Returns for 5 years | 18.36 | 6.92 | 265% |
| Returns for 10 years | 71.96 | 19.19 | 375% |
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