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OAKIX vs TEMFX
OAKIX vs TEMFX Comparison
Open Charts OAKIX vs TEMFX
OAKIX vs TEMFX Comparison Chart in %
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OAKIX vs. TEMFX commentary
Jul 05, 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 TEMFX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.4B vs. TEMFX (2.47B). 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 : 19.14 vs. OAKIX (10.39). TEMFX return over 5 years is better than : 49.15 vs. OAKIX (20.84).
| OAKIX | TEMFX | OAKIX / TEMFX | |
| Total Expense Ratio | 1.06 | 1.10 | 96% |
| Annual Report Gross Expense Ratio | 1.06 | 1.13 | 94% |
| Fund Existence | 34 years | 44 years | - |
| Gain YTD | 3.077 | 10.454 | 29% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 2.47B | 502% |
| Annual Yield % from dividends | 1.83 | 3.36 | 54% |
| Returns for 1 year | 10.39 | 19.14 | 54% |
| Returns for 3 years | 31.39 | 46.50 | 68% |
| Returns for 5 years | 20.84 | 49.15 | 42% |
| Returns for 10 years | 91.76 | 89.96 | 102% |
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