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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
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 OAKIX is a Buy and TBGVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.4B vs. TBGVX (4.25B). OAKIX (1.83) and TBGVX (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 : 10.27 vs. TBGVX (5.92). OAKIX return over 5 years is better than : 22.45 vs. TBGVX (9.52).
| 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 | 2.769 | 11.001 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 4.25B | 292% |
| Annual Yield % from dividends | 1.83 | 1.82 | 100% |
| Returns for 1 year | 10.27 | 5.92 | 173% |
| Returns for 3 years | 26.96 | 18.74 | 144% |
| Returns for 5 years | 22.45 | 9.52 | 236% |
| Returns for 10 years | 83.92 | 45.41 | 185% |
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