OAKGX
Price
$34.17
Change
+$0.15 (+0.44%)
Updated
Apr 2 closing price
Net Assets
1.07B
TEDSX
Price
$30.50
Change
+$0.13 (+0.43%)
Updated
Apr 2 closing price
Net Assets
9.12B
Ad is loading...

OAKGX vs TEDSX

Header iconOAKGX vs TEDSX Comparison
Open Charts OAKGX vs TEDSXBanner chart's image
Oakmark Global Investor
Price$34.17
Change+$0.15 (+0.44%)
VolumeN/A
Net Assets1.07B
Franklin Mutual Global Discovery C
Price$30.50
Change+$0.13 (+0.43%)
VolumeN/A
Net Assets9.12B
OAKGX vs TEDSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
OAKGX vs. TEDSX commentary
Apr 04, 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 Buy and TEDSX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
TEDSX has more cash in the bank: 9.12B vs. OAKGX (1.08B). OAKGX pays higher dividends than TEDSX: OAKGX (1.14) vs TEDSX (0.92). OAKGX was incepted earlier than TEDSX: OAKGX (26 years) vs TEDSX (32 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 (35.47). 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 : 3.92 vs. TEDSX (-1.97). OAKGX return over 5 years is better than : 98.85 vs. TEDSX (52.35).
OAKGXTEDSXOAKGX / TEDSX
Total Expense Ratio1.121.9657%
Annual Report Gross Expense Ratio1.121.9657%
Fund Existence26 years32 years-
Gain YTD4.7848.19458%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.08B9.12B12%
Annual Yield % from dividends1.140.92124%
Returns for 1 year3.92-1.97-199%
Returns for 3 years6.080.242,524%
Returns for 5 years98.8552.35189%
Returns for 10 years20.76-6.36-326%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
SHXAX13.450.18
+1.36%
American Beacon Shapiro Equity Opps A
ETADX18.580.21
+1.14%
Eventide Dividend Growth A
RFEBX78.330.48
+0.62%
American Funds Fundamental Invs R2E
FRVLX52.48N/A
N/A
Franklin Small Cap Value A
CCGIX23.88N/A
N/A
Baird Chautauqua Global Growth Instl