OAKIX
Price
$33.16
Change
+$0.33 (+1.01%)
Updated
Jul 24 closing price
Net Assets
12.42B
TEMFX
Price
$10.38
Change
-$0.02 (-0.19%)
Updated
Jul 24 closing price
Net Assets
2.43B
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OAKIX vs TEMFX

OAKIX vs TEMFX Comparison Chart in %
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OAKIX vs. TEMFX commentary
Jul 27, 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 TEMFX is a Buy.

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FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.4B vs. TEMFX (2.43B). TEMFX pays higher dividends than OAKIX: TEMFX (3.36) vs OAKIX (1.83). 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 : 16.44 vs. OAKIX (6.68). TEMFX return over 5 years is better than : 53.02 vs. OAKIX (23.08).
OAKIXTEMFXOAKIX / TEMFX
Total Expense Ratio1.061.1096%
Annual Report Gross Expense Ratio1.061.1394%
Fund Existence34 years44 years-
Gain YTD2.0319.60921%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets12.4B2.43B511%
Annual Yield % from dividends1.833.3654%
Returns for 1 year6.6816.4441%
Returns for 3 years25.7439.9764%
Returns for 5 years23.0853.0244%
Returns for 10 years81.6083.6798%
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