OAKWX
Price
$26.04
Change
+$0.13 (+0.50%)
Updated
Jul 13 closing price
Net Assets
823M
TEDSX
Price
$32.26
Change
-$0.02 (-0.06%)
Updated
Jul 13 closing price
Net Assets
9.2B
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OAKWX vs TEDSX

OAKWX vs TEDSX Comparison Chart in %
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OAKWX vs. TEDSX 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 TEDSX is a Buy.

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FUNDAMENTALS
Fundamentals
TEDSX has more cash in the bank: 9.2B vs. OAKWX (823M). OAKWX pays higher dividends than TEDSX: OAKWX (1.50) vs TEDSX (0.81). OAKWX was incepted earlier than TEDSX: OAKWX (20 years) vs TEDSX (34 years). TEDSX (1.95) is less costly to investors than OAKWX (1.11). OAKWX is a more actively managed with annual turnover of: 65.00 vs. TEDSX (42.28). 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 : 5.11 vs. TEDSX (2.20). OAKWX return over 5 years is better than : 9.25 vs. TEDSX (2.70).
OAKWXTEDSXOAKWX / TEDSX
Total Expense Ratio1.111.9557%
Annual Report Gross Expense Ratio1.111.9557%
Fund Existence20 years34 years-
Gain YTD-1.1763.131-38%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets823M9.2B9%
Annual Yield % from dividends1.500.81185%
Returns for 1 year5.112.20233%
Returns for 3 years28.1810.31273%
Returns for 5 years9.252.70342%
Returns for 10 years85.3115.57548%
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