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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
Sep 13, 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 Hold.
FUNDAMENTALS
Fundamentals
TEDRX has more cash in the bank: 9.28B vs. OAKWX (883M). OAKWX (1.36) and TEDRX (1.31) have matching dividends . 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 : 8.12 vs. TEDRX (1.34). OAKWX return over 5 years is better than : 15.28 vs. TEDRX (6.92).
| 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 | 4.402 | 6.250 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 883M | 9.28B | 10% |
| Annual Yield % from dividends | 1.36 | 1.31 | 104% |
| Returns for 1 year | 8.12 | 1.34 | 608% |
| Returns for 3 years | 37.04 | 14.91 | 248% |
| Returns for 5 years | 15.28 | 6.92 | 221% |
| Returns for 10 years | 87.32 | 19.19 | 455% |
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