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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
Aug 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 StrongBuy and TEDRX is a Hold.
FUNDAMENTALS
Fundamentals
TEDRX has more cash in the bank: 9.45B vs. OAKWX (856M). OAKWX pays higher dividends than TEDRX: OAKWX (1.42) vs TEDRX (1.34). 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 (8.92) and TEDRX (8.50) have marching annual gain over last year. OAKWX return over 5 years is better than : 10.61 vs. TEDRX (7.62).
| 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 | 1.101 | 7.044 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 856M | 9.45B | 9% |
| Annual Yield % from dividends | 1.42 | 1.34 | 106% |
| Returns for 1 year | 8.92 | 8.50 | 105% |
| Returns for 3 years | 28.74 | 13.97 | 206% |
| Returns for 5 years | 10.61 | 7.62 | 139% |
| Returns for 10 years | 89.71 | 21.03 | 427% |
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