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OAKIX vs TBGVX
OAKIX vs TBGVX Comparison
Open Charts OAKIX vs TBGVX
OAKIX vs TBGVX Comparison Chart in %
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OAKIX vs. TBGVX commentary
Jun 24, 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 OAKIX is a Buy and TBGVX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.9B vs. TBGVX (4.26B). TBGVX (1.83) and OAKIX (1.82) have matching dividends . OAKIX was incepted earlier than TBGVX: OAKIX (34 years) vs TBGVX (33 years). TBGVX (1.41) is less costly to investors than OAKIX (1.06). OAKIX is a more actively managed with annual turnover of: 51.00 vs. TBGVX (14.00). OAKIX has a lower initial minimum investment than TBGVX: OAKIX (0) vs TBGVX (2500). OAKIX annual gain was more profitable for investors over the last year : 11.91 vs. TBGVX (8.60). OAKIX return over 5 years is better than : 15.13 vs. TBGVX (8.40).
| OAKIX | TBGVX | OAKIX / TBGVX | |
| Total Expense Ratio | 1.06 | 1.41 | 75% |
| Annual Report Gross Expense Ratio | 1.06 | 1.41 | 75% |
| Fund Existence | 34 years | 33 years | - |
| Gain YTD | -0.708 | 10.220 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9B | 4.26B | 303% |
| Annual Yield % from dividends | 1.82 | 1.83 | 99% |
| Returns for 1 year | 11.91 | 8.60 | 138% |
| Returns for 3 years | 29.43 | 19.98 | 147% |
| Returns for 5 years | 15.13 | 8.40 | 180% |
| Returns for 10 years | 87.84 | 50.00 | 176% |
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