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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
Aug 23, 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.
FUNDAMENTALS
Fundamentals
TEDRX has more cash in the bank: 9.64B vs. OAKGX (1.08B). TEDRX pays higher dividends than OAKGX: TEDRX (1.34) vs OAKGX (1.05). 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 : 18.90 vs. TEDRX (6.83). OAKGX return over 5 years is better than : 23.08 vs. TEDRX (10.51).
| 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 | 10.747 | 9.855 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 9.64B | 11% |
| Annual Yield % from dividends | 1.05 | 1.34 | 79% |
| Returns for 1 year | 18.90 | 6.83 | 277% |
| Returns for 3 years | 40.15 | 21.30 | 188% |
| Returns for 5 years | 23.08 | 10.51 | 220% |
| Returns for 10 years | 75.18 | 19.86 | 378% |
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