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EISAX vs OAKIX
EISAX vs OAKIX Comparison
Open Charts EISAX vs OAKIX
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.
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).
| 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 | 17.563 | 21.751 | 81% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 684M | 14.4B | 5% |
| Annual Yield % from dividends | 2.49 | 2.03 | 123% |
| Returns for 1 year | 15.33 | 15.71 | 98% |
| Returns for 3 years | 67.43 | 43.28 | 156% |
| Returns for 5 years | 81.85 | 60.74 | 135% |
| Returns for 10 years | 82.45 | 31.24 | 264% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FDL | 42.73 | 0.29 | +0.68% |
| First Trust Morningstar Div Leaders ETF | |||
| NUDM | 35.08 | 0.18 | +0.52% |
| Nuveen ESG Intl Dev Mkts Eq ETF | |||
| IFV | 23.08 | 0.07 | +0.28% |
| First Trust Dorsey Wright Intl Foc 5 | |||
| SPBW | 26.15 | 0.06 | +0.21% |
| AllianzIM Buffer20 Allocation ETF | |||
| PUTD | 20.61 | N/A | N/A |
| Cboe(R) Validus S&P 500(R) Dyn PtwIdxETF | |||