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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
Jun 03, 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 Hold and TEDRX is a Buy.
FUNDAMENTALS
Fundamentals
TEDRX has more cash in the bank: 9.15B vs. OAKWX (845M). OAKWX pays higher dividends than TEDRX: OAKWX (1.50) vs TEDRX (1.40). OAKWX was incepted earlier than TEDRX: OAKWX (20 years) vs TEDRX (24 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 : 4.54 vs. TEDRX (3.73). OAKWX return over 5 years is better than : 3.69 vs. TEDRX (-0.43).
| 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 | 24 years | - |
| Gain YTD | -4.061 | 1.422 | -286% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 845M | 9.15B | 9% |
| Annual Yield % from dividends | 1.50 | 1.40 | 107% |
| Returns for 1 year | 4.54 | 3.73 | 122% |
| Returns for 3 years | 31.24 | 14.80 | 211% |
| Returns for 5 years | 3.69 | -0.43 | -856% |
| Returns for 10 years | 79.42 | 15.15 | 524% |
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