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OAKIX vs TBGVX
OAKIX vs TBGVX Comparison
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OAKIX vs TBGVX Comparison Chart in %
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OAKIX vs. TBGVX commentary
Aug 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 StrongBuy and TBGVX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.8B vs. TBGVX (4.31B). TBGVX (1.78) and OAKIX (1.74) have matching dividends . OAKIX was incepted earlier than TBGVX: OAKIX (34 years) vs TBGVX (33 years). TBGVX (1.45) 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 : 15.97 vs. TBGVX (10.37). OAKIX return over 5 years is better than : 35.31 vs. TBGVX (14.71).
| OAKIX | TBGVX | OAKIX / TBGVX | |
| Total Expense Ratio | 1.06 | 1.45 | 73% |
| Annual Report Gross Expense Ratio | 1.06 | 1.45 | 73% |
| Fund Existence | 34 years | 33 years | - |
| Gain YTD | 8.646 | 15.507 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 4.31B | 297% |
| Annual Yield % from dividends | 1.74 | 1.78 | 97% |
| Returns for 1 year | 15.97 | 10.37 | 154% |
| Returns for 3 years | 42.97 | 25.78 | 167% |
| Returns for 5 years | 35.31 | 14.71 | 240% |
| Returns for 10 years | 81.21 | 48.86 | 166% |
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