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OAKGX vs TEDSX
OAKGX vs TEDSX Comparison
Open Charts OAKGX vs TEDSX
Oakmark Global Investor
Price$37.94
Change+$0.25 (+0.66%)
VolumeN/A
Net Assets1.11B
Franklin Mutual Global Discovery C
Price$32.80
Change+$0.14 (+0.43%)
VolumeN/A
Net Assets9.39B
OAKGX vs TEDSX Comparison Chart in %
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OAKGX vs. TEDSX commentary
Nov 14, 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 OAKGX is a Hold and TEDSX is a Hold.
FUNDAMENTALS
Fundamentals
TEDSX has more cash in the bank: 9.39B vs. OAKGX (1.11B). OAKGX pays higher dividends than TEDSX: OAKGX (1.04) vs TEDSX (0.75). OAKGX was incepted earlier than TEDSX: OAKGX (26 years) vs TEDSX (33 years). TEDSX (1.96) is less costly to investors than OAKGX (1.12). OAKGX is a more actively managed with annual turnover of: 48.00 vs. TEDSX (34.55). OAKGX has a lower initial minimum investment than TEDSX: OAKGX (0) vs TEDSX (1000). OAKGX annual gain was more profitable for investors over the last year : 14.01 vs. TEDSX (5.08). OAKGX return over 5 years is better than : 34.82 vs. TEDSX (27.14).
| OAKGX | TEDSX | OAKGX / TEDSX | |
| Total Expense Ratio | 1.12 | 1.96 | 57% |
| Annual Report Gross Expense Ratio | 1.12 | 1.96 | 57% |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | 16.345 | 16.851 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 9.39B | 12% |
| Annual Yield % from dividends | 1.04 | 0.75 | 137% |
| Returns for 1 year | 14.01 | 5.08 | 276% |
| Returns for 3 years | 33.28 | 17.27 | 193% |
| Returns for 5 years | 34.82 | 27.14 | 128% |
| Returns for 10 years | 42.97 | 10.70 | 402% |