Interact to see
Advertisement
Advertisement
OAKGX vs TEDSX
OAKGX vs TEDSX Comparison
Open Charts OAKGX vs TEDSX
Oakmark Global Investor
Price$36.57
Change-$0.35 (-0.95%)
VolumeN/A
Net Assets1.11B
Franklin Mutual Global Discovery C
Price$31.83
Change-$0.10 (-0.31%)
VolumeN/A
Net Assets9.17B
OAKGX vs TEDSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OAKGX vs. TEDSX commentary
Nov 20, 2025
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 TEDSX is a Hold.
FUNDAMENTALS
Fundamentals
TEDSX has more cash in the bank: 9.17B vs. OAKGX (1.11B). OAKGX pays higher dividends than TEDSX: OAKGX (1.04) vs TEDSX (0.75). OAKGX was incepted earlier than TEDSX: OAKGX (26 years) vs TEDSX (33 years). TEDSX (1.96) is less costly to investors than OAKGX (1.12). OAKGX is a more actively managed with annual turnover of: 48.00 vs. TEDSX (34.55). OAKGX has a lower initial minimum investment than TEDSX: OAKGX (0) vs TEDSX (1000). OAKGX annual gain was more profitable for investors over the last year : 10.48 vs. TEDSX (1.75). OAKGX return over 5 years is better than : 27.34 vs. TEDSX (22.33).
| OAKGX | TEDSX | OAKGX / TEDSX | |
| Total Expense Ratio | 1.12 | 1.96 | 57% |
| Annual Report Gross Expense Ratio | 1.12 | 1.96 | 57% |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | 12.144 | 13.751 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 9.17B | 12% |
| Annual Yield % from dividends | 1.04 | 0.75 | 137% |
| Returns for 1 year | 10.48 | 1.75 | 601% |
| Returns for 3 years | 28.59 | 14.52 | 197% |
| Returns for 5 years | 27.34 | 22.33 | 122% |
| Returns for 10 years | 34.93 | 5.23 | 668% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement