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OAKIX vs SUIAX
OAKIX vs SUIAX Comparison
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OAKIX vs SUIAX Comparison Chart in %
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OAKIX vs. SUIAX commentary
Jul 17, 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 OAKIX is a Hold and SUIAX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.4B vs. SUIAX (585M). SUIAX pays higher dividends than OAKIX: SUIAX (2.29) vs OAKIX (1.83). OAKIX was incepted earlier than SUIAX: OAKIX (34 years) vs SUIAX (27 years). SUIAX (1.20) is less costly to investors than OAKIX (1.06). SUIAX is a more actively managed with annual turnover of: 85.00 vs. OAKIX (51.00). OAKIX has a lower initial minimum investment than SUIAX: OAKIX (0) vs SUIAX (1000). SUIAX annual gain was more profitable for investors over the last year : 31.71 vs. OAKIX (13.22). SUIAX return over 5 years is better than : 69.61 vs. OAKIX (26.27).
| OAKIX | SUIAX | OAKIX / SUIAX | |
| Total Expense Ratio | 1.06 | 1.13 | 94% |
| Annual Report Gross Expense Ratio | 1.06 | 1.20 | 88% |
| Fund Existence | 34 years | 27 years | - |
| Gain YTD | 3.846 | 10.997 | 35% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 585M | 2,120% |
| Annual Yield % from dividends | 1.83 | 2.29 | 80% |
| Returns for 1 year | 13.22 | 31.71 | 42% |
| Returns for 3 years | 28.43 | 72.72 | 39% |
| Returns for 5 years | 26.27 | 69.61 | 38% |
| Returns for 10 years | 85.57 | 150.48 | 57% |
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