OAKGX
Price
$40.42
Change
+$0.03 (+0.07%)
Updated
Jul 13 closing price
Net Assets
1.08B
TEDSX
Price
$32.26
Change
-$0.02 (-0.06%)
Updated
Jul 13 closing price
Net Assets
9.2B
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OAKGX vs TEDSX

OAKGX vs TEDSX Comparison Chart in %
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OAKGX vs. TEDSX commentary
Jul 14, 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 TEDSX is a Buy.

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FUNDAMENTALS
Fundamentals
TEDSX has more cash in the bank: 9.2B vs. OAKGX (1.08B). OAKGX pays higher dividends than TEDSX: OAKGX (1.09) vs TEDSX (0.81). OAKGX was incepted earlier than TEDSX: OAKGX (27 years) vs TEDSX (34 years). TEDSX (1.95) is less costly to investors than OAKGX (1.11). OAKGX is a more actively managed with annual turnover of: 68.00 vs. TEDSX (42.28). 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 : 12.02 vs. TEDSX (2.20). OAKGX return over 5 years is better than : 12.65 vs. TEDSX (2.70).
OAKGXTEDSXOAKGX / TEDSX
Total Expense Ratio1.111.9557%
Annual Report Gross Expense Ratio1.111.9557%
Fund Existence27 years34 years-
Gain YTD3.4293.131110%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.08B9.2B12%
Annual Yield % from dividends1.090.81134%
Returns for 1 year12.022.20547%
Returns for 3 years23.5410.31228%
Returns for 5 years12.652.70468%
Returns for 10 years71.9315.57462%
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