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CIISX vs OAKEX
CIISX vs OAKEX Comparison
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CIISX vs OAKEX Comparison Chart in %
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CIISX vs. OAKEX commentary
Sep 18, 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 CIISX is a Hold and OAKEX is a Hold.
FUNDAMENTALS
Fundamentals
OAKEX has more cash in the bank: 1.3B vs. CIISX (386M). CIISX pays higher dividends than OAKEX: CIISX (3.61) vs OAKEX (1.58). CIISX was incepted earlier than OAKEX: CIISX (12 years) vs OAKEX (31 years). OAKEX (1.33) is less costly to investors than CIISX (1.15). CIISX is a more actively managed with annual turnover of: 117.00 vs. OAKEX (37.00). OAKEX has a lower initial minimum investment than CIISX: OAKEX (0) vs CIISX (1000000). CIISX annual gain was more profitable for investors over the last year : 15.14 vs. OAKEX (-0.18). CIISX return over 5 years is better than : 76.56 vs. OAKEX (18.39).
| CIISX | OAKEX | CIISX / OAKEX | |
| Total Expense Ratio | 1.10 | 1.33 | 83% |
| Annual Report Gross Expense Ratio | 1.15 | 1.33 | 86% |
| Fund Existence | 12 years | 31 years | - |
| Gain YTD | 25.049 | 3.786 | 662% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 386M | 1.3B | 30% |
| Annual Yield % from dividends | 3.61 | 1.58 | 228% |
| Returns for 1 year | 15.14 | -0.18 | -8,252% |
| Returns for 3 years | 66.42 | 32.77 | 203% |
| Returns for 5 years | 76.56 | 18.39 | 416% |
| Returns for 10 years | 162.61 | 70.49 | 231% |
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