OAKIX
Price
$34.93
Change
+$0.05 (+0.14%)
Updated
Sep 4 closing price
Net Assets
12.83B
SUICX
Price
$78.26
Change
-$0.49 (-0.62%)
Updated
Sep 4 closing price
Net Assets
619.05M
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OAKIX vs SUICX

OAKIX vs SUICX Comparison Chart in %
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OAKIX vs. SUICX commentary
Sep 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 Hold and SUICX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.8B vs. SUICX (619M). OAKIX pays higher dividends than SUICX: OAKIX (1.70) vs SUICX (1.01). 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 : 30.19 vs. OAKIX (15.88). SUICX return over 5 years is better than : 68.59 vs. OAKIX (29.21).
OAKIXSUICXOAKIX / SUICX
Total Expense Ratio1.061.8856%
Annual Report Gross Expense Ratio1.062.0352%
Fund Existence34 years26 years-
Gain YTD7.47716.82244%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets12.8B619M2,068%
Annual Yield % from dividends1.701.01168%
Returns for 1 year15.8830.1953%
Returns for 3 years41.7583.0450%
Returns for 5 years29.2168.5943%
Returns for 10 years75.10138.2754%
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