EISAX
Price
$27.45
Change
+$0.14 (+0.51%)
Updated
Jul 17 closing price
Net Assets
683.71M
OAKIX
Price
$30.45
Change
+$0.08 (+0.26%)
Updated
Jul 17 closing price
Net Assets
14.37B
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EISAX vs OAKIX

Header iconEISAX vs OAKIX Comparison
Open Charts EISAX vs OAKIXBanner chart's image
Carillon ClariVest Intl Stock A
Price$27.45
Change+$0.14 (+0.51%)
VolumeN/A
Net Assets683.71M
Oakmark International Investor
Price$30.45
Change+$0.08 (+0.26%)
VolumeN/A
Net Assets14.37B
EISAX vs OAKIX Comparison Chart in %
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EISAX vs. OAKIX commentary
Jul 18, 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 Hold.

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FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.4B vs. EISAX (684M). EISAX pays higher dividends than OAKIX: EISAX (2.49) vs OAKIX (2.03). 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). OAKIX (15.71) and EISAX (15.33) have marching annual gain over last year. EISAX return over 5 years is better than : 81.85 vs. OAKIX (60.74).
EISAXOAKIXEISAX / OAKIX
Total Expense Ratio1.281.05122%
Annual Report Gross Expense Ratio1.281.05122%
Fund Existence12 years33 years-
Gain YTD17.56321.75181%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets684M14.4B5%
Annual Yield % from dividends2.492.03123%
Returns for 1 year15.3315.7198%
Returns for 3 years67.4343.28156%
Returns for 5 years81.8560.74135%
Returns for 10 years82.4531.24264%
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