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EISAX vs OAKIX ᐉ Comparison: Which is Better to Invest?
EISAX vs OAKIX Comparison
Open Charts EISAX vs OAKIX
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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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).
| EISAX | OAKIX | EISAX / OAKIX | |
| Total Expense Ratio | 1.25 | 1.04 | 120% |
| Annual Report Gross Expense Ratio | 3.24 | 1.04 | 312% |
| Fund Existence | 11 years | 31 years | - |
| Gain YTD | 13.662 | 11.343 | 120% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | 500 | 1000 | 50% |
| Net Assets | 358M | 19.4B | 2% |
| Annual Yield % from dividends | 1.40 | 2.94 | 48% |
| Returns for 1 year | 13.75 | 12.27 | 112% |
| Returns for 3 years | 20.52 | 7.35 | 279% |
| Returns for 5 years | 32.81 | 16.32 | 201% |
| Returns for 10 years | 36.93 | 5.49 | 672% |
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