OAKWX
Price
$26.64
Change
+$0.03 (+0.11%)
Updated
Jul 31 closing price
Net Assets
855.9M
TEDSX
Price
$33.41
Change
-$0.04 (-0.12%)
Updated
Jul 31 closing price
Net Assets
9.45B
Interact to see
Advertisement

OAKWX vs TEDSX

OAKWX vs TEDSX Comparison Chart in %
View a ticker or compare two or three
VS
OAKWX vs. TEDSX 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 TEDSX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
TEDSX has more cash in the bank: 9.45B vs. OAKWX (856M). OAKWX pays higher dividends than TEDSX: OAKWX (1.42) vs TEDSX (0.77). 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 : 8.92 vs. TEDSX (8.22). OAKWX return over 5 years is better than : 10.61 vs. TEDSX (6.69).
OAKWXTEDSXOAKWX / TEDSX
Total Expense Ratio1.111.9557%
Annual Report Gross Expense Ratio1.111.9557%
Fund Existence20 years34 years-
Gain YTD1.1016.74116%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets856M9.45B9%
Annual Yield % from dividends1.420.77185%
Returns for 1 year8.928.22109%
Returns for 3 years28.7413.00221%
Returns for 5 years10.616.69159%
Returns for 10 years89.7120.90429%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FSWCX15.93N/A
N/A
Fidelity SAI US Value Index
IASAX11.42-0.02
-0.17%
VY® American Century Sm-Mid Cp Val A
OGIIX59.09-0.25
-0.42%
Invesco Global Opportunities R6
IPFCX33.70-0.16
-0.47%
Poplar Forest Cornerstone Investor
ARYTX14.93-0.11
-0.73%
American Century Global Real Estate C