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EISAX vs OAKIX
EISAX vs OAKIX Comparison
Open Charts EISAX vs OAKIX
Carillon ClariVest Intl Stock A
Price$27.58
Change+$0.19 (+0.69%)
VolumeN/A
Net Assets688.43M
Oakmark International Investor
Price$31.22
Change+$0.31 (+1.00%)
VolumeN/A
Net Assets14.37B
EISAX vs OAKIX Comparison Chart in %
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EISAX vs. OAKIX commentary
Jul 11, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.4B vs. EISAX (688M). 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 annual gain was more profitable for investors over the last year : 20.98 vs. EISAX (16.05). EISAX return over 5 years is better than : 87.58 vs. OAKIX (67.99).
| 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 | 17.908 | 24.830 | 72% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 688M | 14.4B | 5% |
| Annual Yield % from dividends | 2.49 | 2.03 | 123% |
| Returns for 1 year | 16.05 | 20.98 | 77% |
| Returns for 3 years | 67.34 | 48.11 | 140% |
| Returns for 5 years | 87.58 | 67.99 | 129% |
| Returns for 10 years | 86.95 | 35.75 | 243% |
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