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OAKIX vs TEFRX
OAKIX vs TEFRX Comparison
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OAKIX vs TEFRX Comparison Chart in %
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OAKIX vs. TEFRX commentary
Aug 03, 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 TEFRX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.8B vs. TEFRX (2.48B). TEFRX pays higher dividends than OAKIX: TEFRX (3.17) vs OAKIX (1.74). OAKIX was incepted earlier than TEFRX: OAKIX (34 years) vs TEFRX (25 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 : 23.13 vs. OAKIX (16.72). TEFRX return over 5 years is better than : 54.86 vs. OAKIX (27.47).
| 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 | 25 years | - |
| Gain YTD | 6.031 | 12.026 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 2.48B | 517% |
| Annual Yield % from dividends | 1.74 | 3.17 | 55% |
| Returns for 1 year | 16.72 | 23.13 | 72% |
| Returns for 3 years | 31.37 | 41.69 | 75% |
| Returns for 5 years | 27.47 | 54.86 | 50% |
| Returns for 10 years | 87.14 | 83.18 | 105% |
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