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EISAX vs OAKIX
EISAX vs OAKIX Comparison
Open Charts EISAX vs OAKIX
Carillon ClariVest Intl Stock A
Price$24.33
Change+$0.05 (+0.21%)
VolumeN/A
CapitalizationN/A
Oakmark International Investor
Price$24.94
Change+$0.10 (+0.40%)
VolumeN/A
CapitalizationN/A
EISAX vs OAKIX Comparison Chart
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EISAX vs. OAKIX commentary
Dec 27, 2024
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: 16.2B vs. EISAX (527M). EISAX pays higher dividends than OAKIX: EISAX (2.44) vs OAKIX (1.84). EISAX was incepted earlier than OAKIX: EISAX (12 years) vs OAKIX (32 years). OAKIX is a more actively managed with annual turnover of: 27.00 vs. EISAX (7.00). 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 : 17.31 vs. OAKIX (-4.05). EISAX return over 5 years is better than : 44.35 vs. OAKIX (6.30).
| EISAX | OAKIX | EISAX / OAKIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 32 years | - |
| Gain YTD | 15.527 | -4.871 | -319% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 527M | 16.2B | 3% |
| Annual Yield % from dividends | 2.44 | 1.84 | 132% |
| Returns for 1 year | 17.31 | -4.05 | -427% |
| Returns for 3 years | 20.66 | -6.58 | -314% |
| Returns for 5 years | 44.35 | 6.30 | 704% |
| Returns for 10 years | 76.43 | 13.66 | 560% |
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