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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
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 TEFRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.4B vs. TEFRX (2.48B). TEFRX pays higher dividends than OAKIX: TEFRX (3.22) vs OAKIX (1.83). 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 : 19.37 vs. OAKIX (10.27). TEFRX return over 5 years is better than : 50.66 vs. OAKIX (22.45).
| 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 | 2.769 | 10.726 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 2.48B | 500% |
| Annual Yield % from dividends | 1.83 | 3.22 | 57% |
| Returns for 1 year | 10.27 | 19.37 | 53% |
| Returns for 3 years | 26.96 | 41.66 | 65% |
| Returns for 5 years | 22.45 | 50.66 | 44% |
| Returns for 10 years | 83.92 | 82.16 | 102% |
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