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OAKIX vs TEFRX
OAKIX vs TEFRX Comparison
Open Charts OAKIX vs TEFRX
OAKIX vs TEFRX Comparison Chart in %
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OAKIX vs. TEFRX 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 TEFRX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.9B vs. TEFRX (2.59B). TEFRX pays higher dividends than OAKIX: TEFRX (3.24) vs OAKIX (1.82). OAKIX was incepted earlier than TEFRX: OAKIX (34 years) vs TEFRX (24 years). TEFRX (1.39) is less costly to investors than OAKIX (1.06). OAKIX is a more actively managed with annual turnover of: 51.00 vs. TEFRX (44.39). OAKIX has a lower initial minimum investment than TEFRX: OAKIX (0) vs TEFRX (1000). TEFRX annual gain was more profitable for investors over the last year : 25.25 vs. OAKIX (13.09). TEFRX return over 5 years is better than : 49.00 vs. OAKIX (17.36).
| OAKIX | TEFRX | OAKIX / TEFRX | |
| Total Expense Ratio | 1.06 | 1.35 | 79% |
| Annual Report Gross Expense Ratio | 1.06 | 1.39 | 76% |
| Fund Existence | 34 years | 24 years | - |
| Gain YTD | 0.277 | 10.943 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9B | 2.59B | 499% |
| Annual Yield % from dividends | 1.82 | 3.24 | 56% |
| Returns for 1 year | 13.09 | 25.25 | 52% |
| Returns for 3 years | 30.71 | 49.80 | 62% |
| Returns for 5 years | 17.36 | 49.00 | 35% |
| Returns for 10 years | 89.70 | 94.45 | 95% |
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