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EISAX vs OAKIX
EISAX vs OAKIX Comparison
Open Charts EISAX vs OAKIX
Carillon ClariVest Intl Stock A
Price$29.74
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets770.08M
Oakmark International Investor
Price$31.56
Change+$0.10 (+0.32%)
VolumeN/A
Net Assets14.33B
EISAX vs OAKIX Comparison Chart in %
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EISAX vs. OAKIX commentary
Sep 17, 2025
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 EISAX is a Buy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.3B vs. EISAX (770M). EISAX pays higher dividends than OAKIX: EISAX (2.39) vs OAKIX (1.99). EISAX was incepted earlier than OAKIX: EISAX (13 years) vs OAKIX (33 years). EISAX (1.28) is less costly to investors than OAKIX (1.05). OAKIX is a more actively managed with annual turnover of: 32.00 vs. EISAX (23.00). OAKIX has a lower initial minimum investment than EISAX: OAKIX (0) vs EISAX (1000). EISAX annual gain was more profitable for investors over the last year : 25.40 vs. OAKIX (21.83). EISAX return over 5 years is better than : 93.84 vs. OAKIX (58.40).
| EISAX | OAKIX | EISAX / OAKIX | |
| Total Expense Ratio | 1.28 | 1.05 | 122% |
| Annual Report Gross Expense Ratio | 1.28 | 1.05 | 122% |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | 27.249 | 26.190 | 104% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 770M | 14.3B | 5% |
| Annual Yield % from dividends | 2.39 | 1.99 | 120% |
| Returns for 1 year | 25.40 | 21.83 | 116% |
| Returns for 3 years | 85.53 | 53.20 | 161% |
| Returns for 5 years | 93.84 | 58.40 | 161% |
| Returns for 10 years | 115.51 | 51.29 | 225% |
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