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OAKWX vs TEDSX
OAKWX vs TEDSX Comparison
Open Charts OAKWX vs TEDSX
OAKWX vs TEDSX Comparison Chart in %
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OAKWX vs. TEDSX commentary
Jun 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 Hold and TEDSX is a Buy.
FUNDAMENTALS
Fundamentals
TEDSX has more cash in the bank: 9.15B vs. OAKWX (845M). OAKWX pays higher dividends than TEDSX: OAKWX (1.50) vs TEDSX (0.81). OAKWX was incepted earlier than TEDSX: OAKWX (20 years) vs TEDSX (33 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 : 4.54 vs. TEDSX (3.52). OAKWX return over 5 years is better than : 3.69 vs. TEDSX (-1.24).
| OAKWX | TEDSX | OAKWX / TEDSX | |
| Total Expense Ratio | 1.11 | 1.95 | 57% |
| Annual Report Gross Expense Ratio | 1.11 | 1.95 | 57% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | -4.061 | 1.246 | -326% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 845M | 9.15B | 9% |
| Annual Yield % from dividends | 1.50 | 0.81 | 186% |
| Returns for 1 year | 4.54 | 3.52 | 129% |
| Returns for 3 years | 31.24 | 13.89 | 225% |
| Returns for 5 years | 3.69 | -1.24 | -298% |
| Returns for 10 years | 79.42 | 15.04 | 528% |
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