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OAKWX vs TEDSX
OAKWX vs TEDSX Comparison
Open Charts OAKWX vs TEDSX
Oakmark Global Select Investor
Price$22.31
Change-$0.60 (-2.62%)
VolumeN/A
Net Assets1.01B
Franklin Mutual Global Discovery C
Price$27.67
Change-$0.77 (-2.71%)
VolumeN/A
Net Assets8.48B
OAKWX vs TEDSX Comparison Chart
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OAKWX vs. TEDSX commentary
Apr 11, 2025
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 TEDSX is a Hold.
FUNDAMENTALS
Fundamentals
TEDSX has more cash in the bank: 8.48B vs. OAKWX (1.01B). OAKWX pays higher dividends than TEDSX: OAKWX (1.08) vs TEDSX (0.92). OAKWX was incepted earlier than TEDSX: OAKWX (19 years) vs TEDSX (32 years). TEDSX (1.96) is less costly to investors than OAKWX (1.13). OAKWX is a more actively managed with annual turnover of: 44.00 vs. TEDSX (35.47). OAKWX has a lower initial minimum investment than TEDSX: OAKWX (0) vs TEDSX (1000). OAKWX annual gain was more profitable for investors over the last year : 4.16 vs. TEDSX (-7.22). OAKWX return over 5 years is better than : 64.74 vs. TEDSX (27.25).
| OAKWX | TEDSX | OAKWX / TEDSX | |
| Total Expense Ratio | 1.13 | 1.96 | 58% |
| Annual Report Gross Expense Ratio | 1.13 | 1.96 | 58% |
| Fund Existence | 19 years | 32 years | - |
| Gain YTD | 0.768 | 1.318 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 8.48B | 12% |
| Annual Yield % from dividends | 1.08 | 0.92 | 117% |
| Returns for 1 year | 4.16 | -7.22 | -58% |
| Returns for 3 years | 9.88 | -5.05 | -196% |
| Returns for 5 years | 64.74 | 27.25 | 238% |
| Returns for 10 years | 38.67 | -14.05 | -275% |
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