OAKWX
Price
$27.51
Change
+$0.07 (+0.26%)
Updated
Sep 11 closing price
Net Assets
883.17M
TEDSX
Price
$33.30
Change
+$0.15 (+0.45%)
Updated
Sep 11 closing price
Net Assets
9.28B
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OAKWX vs TEDSX

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

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FUNDAMENTALS
Fundamentals
TEDSX has more cash in the bank: 9.28B vs. OAKWX (883M). OAKWX pays higher dividends than TEDSX: OAKWX (1.36) vs TEDSX (0.76). 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 : 8.12 vs. TEDSX (1.11). OAKWX return over 5 years is better than : 15.28 vs. TEDSX (6.06).
OAKWXTEDSXOAKWX / TEDSX
Total Expense Ratio1.111.9557%
Annual Report Gross Expense Ratio1.111.9557%
Fund Existence20 years34 years-
Gain YTD4.4025.91174%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets883M9.28B10%
Annual Yield % from dividends1.360.76180%
Returns for 1 year8.121.11730%
Returns for 3 years37.0413.97265%
Returns for 5 years15.286.06252%
Returns for 10 years87.3219.10457%
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