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OAKWX vs TEDRX
OAKWX vs TEDRX Comparison
Open Charts OAKWX vs TEDRX
OAKWX vs TEDRX Comparison Chart in %
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OAKWX vs. TEDRX 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 OAKWX is a Buy and TEDRX is a Buy.
FUNDAMENTALS
Fundamentals
TEDRX has more cash in the bank: 9.2B vs. OAKWX (823M). OAKWX pays higher dividends than TEDRX: OAKWX (1.50) vs TEDRX (1.41). OAKWX was incepted earlier than TEDRX: OAKWX (20 years) vs TEDRX (25 years). TEDRX (1.45) is less costly to investors than OAKWX (1.11). OAKWX is a more actively managed with annual turnover of: 65.00 vs. TEDRX (42.28). OAKWX has a lower initial minimum investment than TEDRX: OAKWX (0) vs TEDRX (1000). OAKWX annual gain was more profitable for investors over the last year : 5.11 vs. TEDRX (2.41). OAKWX return over 5 years is better than : 9.25 vs. TEDRX (3.57).
| OAKWX | TEDRX | OAKWX / TEDRX | |
| Total Expense Ratio | 1.11 | 1.45 | 77% |
| Annual Report Gross Expense Ratio | 1.11 | 1.45 | 77% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | -1.176 | 3.373 | -35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 823M | 9.2B | 9% |
| Annual Yield % from dividends | 1.50 | 1.41 | 107% |
| Returns for 1 year | 5.11 | 2.41 | 212% |
| Returns for 3 years | 28.18 | 11.19 | 252% |
| Returns for 5 years | 9.25 | 3.57 | 259% |
| Returns for 10 years | 85.31 | 15.68 | 544% |
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