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EISAX vs OAKIX
EISAX vs OAKIX Comparison
Open Charts EISAX vs OAKIX
Carillon ClariVest Intl Stock A
Price$29.98
Change+$0.43 (+1.46%)
VolumeN/A
Net Assets776.46M
Oakmark International Investor
Price$31.52
Change+$0.25 (+0.80%)
VolumeN/A
Net Assets14.56B
EISAX vs OAKIX Comparison Chart in %
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EISAX vs. OAKIX commentary
Oct 14, 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 StrongBuy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.6B vs. EISAX (776M). EISAX pays higher dividends than OAKIX: EISAX (2.27) vs OAKIX (1.95). 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 : 21.07 vs. OAKIX (18.07). EISAX return over 5 years is better than : 96.52 vs. OAKIX (60.94).
| 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 | 27.206 | 26.030 | 105% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 776M | 14.6B | 5% |
| Annual Yield % from dividends | 2.27 | 1.95 | 116% |
| Returns for 1 year | 21.07 | 18.07 | 117% |
| Returns for 3 years | 98.93 | 68.80 | 144% |
| Returns for 5 years | 96.52 | 60.94 | 158% |
| Returns for 10 years | 109.77 | 47.56 | 231% |
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