Ad is loading...
EISAX vs OAKIX
EISAX vs OAKIX Comparison
Open Charts EISAX vs OAKIX
Carillon ClariVest Intl Stock A
Price$25.56
Change-$0.07 (-0.27%)
VolumeN/A
Net Assets623.07M
Oakmark International Investor
Price$28.25
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets13.49B
EISAX vs OAKIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
EISAX vs. OAKIX commentary
May 09, 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: 13.5B vs. EISAX (623M). EISAX pays higher dividends than OAKIX: EISAX (2.71) vs OAKIX (2.21). 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 : 12.72 vs. OAKIX (7.56). EISAX return over 5 years is better than : 92.60 vs. OAKIX (77.74).
| EISAX | OAKIX | EISAX / OAKIX | |
| Total Expense Ratio | 1.26 | 1.05 | 120% |
| Annual Report Gross Expense Ratio | 1.28 | 1.05 | 122% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 10.331 | 12.835 | 80% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 623M | 13.5B | 5% |
| Annual Yield % from dividends | 2.71 | 2.21 | 122% |
| Returns for 1 year | 12.72 | 7.56 | 168% |
| Returns for 3 years | 49.58 | 27.88 | 178% |
| Returns for 5 years | 92.60 | 77.74 | 119% |
| Returns for 10 years | 72.14 | 19.81 | 364% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| XDOC | 29.54 | 0.28 | +0.96% |
| Innovator US Equity Accelerated ETF Oct | |||
| BCAT | 14.76 | 0.03 | +0.20% |
| BlackRock Capital Allocation Term Trust | |||
| XRMI | 17.88 | 0.01 | +0.05% |
| Global X S&P 500® Risk Managed Inc ETF | |||
| FBY | 15.68 | -0.02 | -0.13% |
| YieldMax META Option Income Strategy ETF | |||
| THW | 10.52 | -0.10 | -0.94% |
| abrdn World Healthcare Fund | |||