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EISAX vs OAKIX
EISAX vs OAKIX Comparison
Open Charts EISAX vs OAKIX
Carillon ClariVest Intl Stock A
Price$28.74
Change+$0.18 (+0.63%)
VolumeN/A
Net Assets734.11M
Oakmark International Investor
Price$31.06
Change+$0.11 (+0.36%)
VolumeN/A
Net Assets14.09B
EISAX vs OAKIX Comparison Chart in %
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EISAX vs. OAKIX commentary
Aug 30, 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 Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.1B vs. EISAX (734M). EISAX pays higher dividends than OAKIX: EISAX (2.51) vs OAKIX (2.05). 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 : 20.07 vs. OAKIX (17.68). EISAX return over 5 years is better than : 87.29 vs. OAKIX (55.37).
| 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 | 22.944 | 24.190 | 95% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 734M | 14.1B | 5% |
| Annual Yield % from dividends | 2.51 | 2.05 | 122% |
| Returns for 1 year | 20.07 | 17.68 | 113% |
| Returns for 3 years | 73.09 | 48.97 | 149% |
| Returns for 5 years | 87.29 | 55.37 | 158% |
| Returns for 10 years | 104.92 | 47.26 | 222% |
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