OAKIX
Price
$32.99
Change
+$0.08 (+0.24%)
Updated
Jun 12 closing price
Net Assets
12.9B
TEMFX
Price
$10.48
Change
+$0.08 (+0.77%)
Updated
Jun 12 closing price
Net Assets
2.58B
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OAKIX vs TEMFX

Header iconOAKIX vs TEMFX Comparison
Open Charts OAKIX vs TEMFXBanner chart's image
OAKIX vs TEMFX Comparison Chart in %
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OAKIX vs. TEMFX commentary
Jun 15, 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 TEMFX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.9B vs. TEMFX (2.58B). TEMFX pays higher dividends than OAKIX: TEMFX (3.38) vs OAKIX (1.82). OAKIX was incepted earlier than TEMFX: OAKIX (34 years) vs TEMFX (44 years). TEMFX (1.13) is less costly to investors than OAKIX (1.06). OAKIX is a more actively managed with annual turnover of: 51.00 vs. TEMFX (44.39). OAKIX has a lower initial minimum investment than TEMFX: OAKIX (0) vs TEMFX (1000). TEMFX annual gain was more profitable for investors over the last year : 21.50 vs. OAKIX (11.19). TEMFX return over 5 years is better than : 44.71 vs. OAKIX (13.89).
OAKIXTEMFXOAKIX / TEMFX
Total Expense Ratio1.061.1096%
Annual Report Gross Expense Ratio1.061.1394%
Fund Existence34 years44 years-
Gain YTD1.50810.66514%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets12.9B2.58B499%
Annual Yield % from dividends1.823.3854%
Returns for 1 year11.1921.5052%
Returns for 3 years29.6247.1663%
Returns for 5 years13.8944.7131%
Returns for 10 years89.5395.4894%
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