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OAKIX vs SUIRX
OAKIX vs SUIRX Comparison
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OAKIX vs SUIRX Comparison Chart in %
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OAKIX vs. SUIRX commentary
Sep 12, 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 SUIRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.8B vs. SUIRX (603M). SUIRX pays higher dividends than OAKIX: SUIRX (3.13) vs OAKIX (1.70). OAKIX was incepted earlier than SUIRX: OAKIX (34 years) vs SUIRX (12 years). OAKIX (1.06) is less costly to investors than SUIRX (0.79). SUIRX is a more actively managed with annual turnover of: 85.00 vs. OAKIX (51.00). SUIRX annual gain was more profitable for investors over the last year : 25.62 vs. OAKIX (11.43). SUIRX return over 5 years is better than : 76.81 vs. OAKIX (29.80).
| OAKIX | SUIRX | OAKIX / SUIRX | |
| Total Expense Ratio | 1.06 | 0.79 | 134% |
| Annual Report Gross Expense Ratio | 1.06 | 0.79 | 134% |
| Fund Existence | 34 years | 12 years | - |
| Gain YTD | 5.262 | 14.799 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.8B | 603M | 2,123% |
| Annual Yield % from dividends | 1.70 | 3.13 | 54% |
| Returns for 1 year | 11.43 | 25.62 | 45% |
| Returns for 3 years | 39.69 | 84.15 | 47% |
| Returns for 5 years | 29.80 | 76.81 | 39% |
| Returns for 10 years | 76.06 | 166.43 | 46% |
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