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EISDX vs OAKIX
EISDX vs OAKIX Comparison
Open Charts EISDX vs OAKIX
Carillon ClariVest Intl Stock C
Price$24.03
Change-$0.17 (-0.70%)
VolumeN/A
Net Assets585.21M
Oakmark International Investor
Price$27.22
Change-$0.13 (-0.48%)
VolumeN/A
Net Assets14.76B
EISDX vs OAKIX Comparison Chart
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EISDX vs. OAKIX commentary
Feb 23, 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 EISDX is a StrongBuy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.8B vs. EISDX (585M). EISDX (1.87) and OAKIX (1.84) have matching dividends . EISDX was incepted earlier than OAKIX: EISDX (12 years) vs OAKIX (32 years). OAKIX is a more actively managed with annual turnover of: 27.00 vs. EISDX (7.00). OAKIX has a lower initial minimum investment than EISDX: OAKIX (0) vs EISDX (1000). EISDX annual gain was more profitable for investors over the last year : 12.84 vs. OAKIX (5.76). EISDX return over 5 years is better than : 45.84 vs. OAKIX (21.18).
| EISDX | OAKIX | EISDX / OAKIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 32 years | - |
| Gain YTD | 5.256 | 8.836 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 585M | 14.8B | 4% |
| Annual Yield % from dividends | 1.87 | 1.84 | 102% |
| Returns for 1 year | 12.84 | 5.76 | 223% |
| Returns for 3 years | 25.53 | 2.33 | 1,097% |
| Returns for 5 years | 45.84 | 21.18 | 216% |
| Returns for 10 years | 61.54 | 17.69 | 348% |
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