Interact to see
Advertisement
Advertisement
OAKIX vs TEFRX
OAKIX vs TEFRX Comparison
Open Charts OAKIX vs TEFRX
OAKIX vs TEFRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OAKIX vs. TEFRX commentary
Sep 13, 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 TEFRX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.8B vs. TEFRX (2.41B). TEFRX pays higher dividends than OAKIX: TEFRX (3.18) vs OAKIX (1.70). 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 : 17.40 vs. OAKIX (11.43). TEFRX return over 5 years is better than : 51.90 vs. OAKIX (29.80).
| 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 | 5.262 | 10.618 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 2.41B | 530% |
| Annual Yield % from dividends | 1.70 | 3.18 | 54% |
| Returns for 1 year | 11.43 | 17.40 | 66% |
| Returns for 3 years | 39.69 | 46.01 | 86% |
| Returns for 5 years | 29.80 | 51.90 | 57% |
| Returns for 10 years | 76.06 | 78.42 | 97% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| COZX | 8.91 | 0.46 | +5.41% |
| Tradr 2X Long CORZ Daily ETF | |||
| MMTM | 304.99 | 3.02 | +1.00% |
| State Street® SPDR® S&P® 1500MomtTiltETF | |||
| FNY | 100.93 | 0.99 | +0.99% |
| First Trust Mid Cap Growth AlphaDEX® ETF | |||
| CCUP | 26.48 | 0.15 | +0.57% |
| T-REX 2X Long CRCL Daily Target ETF | |||
| REET | 26.98 | 0.09 | +0.33% |
| iShares Global REIT ETF | |||