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OAKWX vs TEDSX
OAKWX vs TEDSX Comparison
Open Charts OAKWX vs TEDSX
Oakmark Global Select Investor
Price$26.44
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets988.32M
Franklin Mutual Global Discovery C
Price$31.46
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets9.53B
OAKWX vs TEDSX Comparison Chart in %
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OAKWX vs. TEDSX commentary
Dec 28, 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 OAKWX is a Hold and TEDSX is a Hold.
FUNDAMENTALS
Fundamentals
TEDSX has more cash in the bank: 9.53B vs. OAKWX (988M). OAKWX pays higher dividends than TEDSX: OAKWX (1.00) vs TEDSX (0.74). OAKWX was incepted earlier than TEDSX: OAKWX (19 years) vs TEDSX (33 years). TEDSX (1.96) is less costly to investors than OAKWX (1.13). OAKWX is a more actively managed with annual turnover of: 65.00 vs. TEDSX (34.55). 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 : 18.25 vs. TEDSX (11.56). OAKWX return over 5 years is better than : 30.57 vs. TEDSX (16.11).
| OAKWX | TEDSX | OAKWX / TEDSX | |
| Total Expense Ratio | 1.13 | 1.96 | 58% |
| Annual Report Gross Expense Ratio | 1.13 | 1.96 | 58% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 19.422 | 12.077 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 988M | 9.53B | 10% |
| Annual Yield % from dividends | 1.00 | 0.74 | 135% |
| Returns for 1 year | 18.25 | 11.56 | 158% |
| Returns for 3 years | 53.67 | 19.92 | 269% |
| Returns for 5 years | 30.57 | 16.11 | 190% |
| Returns for 10 years | 75.67 | 12.94 | 585% |
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