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EISAX vs OAKIX
EISAX vs OAKIX Comparison
Open Charts EISAX vs OAKIX
Carillon ClariVest Intl Stock A
Price$27.85
Change+$0.24 (+0.87%)
VolumeN/A
Net Assets715.54M
Oakmark International Investor
Price$30.53
Change+$0.42 (+1.39%)
VolumeN/A
Net Assets14.09B
EISAX vs OAKIX Comparison Chart in %
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EISAX vs. OAKIX commentary
Aug 08, 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 Hold and OAKIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.1B vs. EISAX (716M). EISAX pays higher dividends than OAKIX: EISAX (2.51) vs OAKIX (2.05). EISAX was incepted earlier than OAKIX: EISAX (12 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 : 26.35 vs. OAKIX (22.23). EISAX return over 5 years is better than : 83.73 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 | 12 years | 33 years | - |
| Gain YTD | 18.855 | 20.392 | 92% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 716M | 14.1B | 5% |
| Annual Yield % from dividends | 2.51 | 2.05 | 122% |
| Returns for 1 year | 26.35 | 22.23 | 119% |
| Returns for 3 years | 60.78 | 34.64 | 175% |
| Returns for 5 years | 83.73 | 58.40 | 143% |
| Returns for 10 years | 85.55 | 29.36 | 291% |
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