EISAX
Price
$20.55
Change
+$0.03 (+0.15%)
Updated
Nov 28, 6:59 PM EST
OAKIX
Price
$25.62
Change
+$0.06 (+0.23%)
Updated
Nov 28, 6:59 PM EST
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EISAX vs OAKIX ᐉ Comparison: Which is Better to Invest?

Header iconEISAX vs OAKIX Comparison
Open Charts EISAX vs OAKIXBanner chart's image
Carillon ClariVest Intl Stock A
Price$20.55
Change+$0.03 (+0.15%)
VolumeN/A
CapitalizationN/A
Oakmark International Investor
Price$25.62
Change+$0.06 (+0.23%)
VolumeN/A
CapitalizationN/A
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EISAX vs OAKIX Comparison Chart

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VS
EISAX vs. OAKIX commentary
Nov 29, 2023

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: 19.4B vs. EISAX (358M). OAKIX pays higher dividends than EISAX: OAKIX (2.94) vs EISAX (1.40). EISAX was incepted earlier than OAKIX: EISAX (11 years) vs OAKIX (31 years). EISAX (3.24) is less costly to investors than OAKIX (1.04). EISAX is a more actively managed with annual turnover of: 66.00 vs. OAKIX (35.00). EISAX (1000) and OAKIX (1000) have matching initial minimum investment requirements. OAKIX IRA initial investment is lower compared to EISAX: OAKIX (1000) vs EISAX (500). EISAX annual gain was more profitable for investors over the last year : 13.75 vs. OAKIX (12.27). EISAX return over 5 years is better than : 32.81 vs. OAKIX (16.32).
EISAXOAKIXEISAX / OAKIX
Total Expense Ratio1.251.04120%
Annual Report Gross Expense Ratio3.241.04312%
Fund Existence11 years31 years-
Gain YTD13.66211.343120%
Front Load5%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRA500100050%
Net Assets358M19.4B2%
Annual Yield % from dividends1.402.9448%
Returns for 1 year13.7512.27112%
Returns for 3 years20.527.35279%
Returns for 5 years32.8116.32201%
Returns for 10 years36.935.49672%
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