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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 04, 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 Hold and TBGVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.9B vs. TBGVX (4.28B). 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 (17.00). 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 : 14.26 vs. TBGVX (7.56). OAKIX return over 5 years is better than : 14.80 vs. TBGVX (8.02).
| 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 | 1.692 | 9.723 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9B | 4.28B | 302% |
| Annual Yield % from dividends | 1.82 | 1.83 | 99% |
| Returns for 1 year | 14.26 | 7.56 | 189% |
| Returns for 3 years | 33.56 | 19.52 | 172% |
| Returns for 5 years | 14.80 | 8.02 | 185% |
| Returns for 10 years | 77.55 | 45.14 | 172% |
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