OAKIX
Price
$33.50
Change
+$0.63 (+1.92%)
Updated
Jul 2 closing price
Net Assets
12.42B
SUICX
Price
$73.93
Change
+$1.47 (+2.03%)
Updated
Jul 2 closing price
Net Assets
580.75M
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OAKIX vs SUICX

OAKIX vs SUICX Comparison Chart in %
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OAKIX vs. SUICX commentary
Jul 06, 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 Buy and SUICX is a Hold.

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FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.4B vs. SUICX (581M). OAKIX pays higher dividends than SUICX: OAKIX (1.83) vs SUICX (1.08). OAKIX was incepted earlier than SUICX: OAKIX (34 years) vs SUICX (26 years). SUICX (2.03) is less costly to investors than OAKIX (1.06). SUICX is a more actively managed with annual turnover of: 85.00 vs. OAKIX (51.00). OAKIX has a lower initial minimum investment than SUICX: OAKIX (0) vs SUICX (1000). SUICX annual gain was more profitable for investors over the last year : 28.41 vs. OAKIX (10.39). SUICX return over 5 years is better than : 59.22 vs. OAKIX (20.84).
OAKIXSUICXOAKIX / SUICX
Total Expense Ratio1.061.8856%
Annual Report Gross Expense Ratio1.062.0352%
Fund Existence34 years26 years-
Gain YTD3.0779.67232%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets12.4B581M2,134%
Annual Yield % from dividends1.831.08169%
Returns for 1 year10.3928.4137%
Returns for 3 years31.3970.3445%
Returns for 5 years20.8459.2235%
Returns for 10 years91.76138.2566%
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