| OAKIX | SUICX | OAKIX / SUICX | |
| Total Expense Ratio | 1.06 | 1.88 | 56% |
| Annual Report Gross Expense Ratio | 1.06 | 2.03 | 52% |
| Fund Existence | 34 years | 26 years | - |
| Gain YTD | 8.123 | 16.021 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 612M | 2,092% |
| Annual Yield % from dividends | 1.74 | 1.02 | 170% |
| Returns for 1 year | 15.71 | 28.86 | 54% |
| Returns for 3 years | 40.20 | 81.82 | 49% |
| Returns for 5 years | 27.96 | 66.38 | 42% |
| Returns for 10 years | 80.76 | 142.17 | 57% |