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OAKWX vs TEDSX
OAKWX vs TEDSX Comparison
Open Charts OAKWX vs TEDSX
Oakmark Global Select Investor
Price$25.68
Change+$0.18 (+0.71%)
VolumeN/A
Net Assets1.01B
Franklin Mutual Global Discovery C
Price$32.93
Change+$0.20 (+0.61%)
VolumeN/A
Net Assets9.36B
OAKWX vs TEDSX Comparison Chart in %
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OAKWX vs. TEDSX commentary
Sep 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: 9.36B vs. OAKWX (1.02B). OAKWX pays higher dividends than TEDSX: OAKWX (1.01) vs TEDSX (0.86). 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: 44.00 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 : 10.98 vs. TEDSX (2.15). OAKWX return over 5 years is better than : 60.58 vs. TEDSX (40.83).
| 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 | 15.989 | 17.314 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 9.36B | 11% |
| Annual Yield % from dividends | 1.01 | 0.86 | 117% |
| Returns for 1 year | 10.98 | 2.15 | 511% |
| Returns for 3 years | 65.89 | 31.39 | 210% |
| Returns for 5 years | 60.58 | 40.83 | 148% |
| Returns for 10 years | 79.92 | 17.44 | 458% |
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