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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
Jul 14, 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 SUIRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 12.4B vs. SUIRX (581M). SUIRX pays higher dividends than OAKIX: SUIRX (3.35) vs OAKIX (1.83). 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 : 30.22 vs. OAKIX (10.27). SUIRX return over 5 years is better than : 68.71 vs. OAKIX (22.45).
| 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 | 2.769 | 10.408 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 581M | 2,134% |
| Annual Yield % from dividends | 1.83 | 3.35 | 54% |
| Returns for 1 year | 10.27 | 30.22 | 34% |
| Returns for 3 years | 26.96 | 73.35 | 37% |
| Returns for 5 years | 22.45 | 68.71 | 33% |
| Returns for 10 years | 83.92 | 159.99 | 52% |
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