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OAKIX vs SUIIX
OAKIX vs SUIIX Comparison
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OAKIX vs SUIIX Comparison Chart in %
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OAKIX vs. SUIIX commentary
Aug 03, 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 StrongBuy and SUIIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.8B vs. SUIIX (606M). SUIIX pays higher dividends than OAKIX: SUIIX (2.43) vs OAKIX (1.74). OAKIX was incepted earlier than SUIIX: OAKIX (34 years) vs SUIIX (26 years). OAKIX (1.06) is less costly to investors than SUIIX (0.88). SUIIX is a more actively managed with annual turnover of: 85.00 vs. OAKIX (51.00). OAKIX has a lower initial minimum investment than SUIIX: OAKIX (0) vs SUIIX (1000000). SUIIX annual gain was more profitable for investors over the last year : 36.54 vs. OAKIX (16.72). SUIIX return over 5 years is better than : 77.20 vs. OAKIX (27.47).
| OAKIX | SUIIX | OAKIX / SUIIX | |
| Total Expense Ratio | 1.06 | 0.88 | 120% |
| Annual Report Gross Expense Ratio | 1.06 | 0.88 | 120% |
| Fund Existence | 34 years | 26 years | - |
| Gain YTD | 6.031 | 15.101 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 606M | 2,112% |
| Annual Yield % from dividends | 1.74 | 2.43 | 71% |
| Returns for 1 year | 16.72 | 36.54 | 46% |
| Returns for 3 years | 31.37 | 79.13 | 40% |
| Returns for 5 years | 27.47 | 77.20 | 36% |
| Returns for 10 years | 87.14 | 171.08 | 51% |
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