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EISDX vs OAKIX
EISDX vs OAKIX Comparison
Open Charts EISDX vs OAKIX
Carillon ClariVest Intl Stock C
Price$21.50
Change-$0.24 (-1.10%)
VolumeN/A
Net Assets550.45M
Oakmark International Investor
Price$23.98
Change-$0.40 (-1.64%)
VolumeN/A
Net Assets13.3B
EISDX vs OAKIX Comparison Chart
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EISDX vs. OAKIX commentary
Apr 10, 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 Hold and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 13.3B vs. EISDX (550M). OAKIX pays higher dividends than EISDX: OAKIX (2.28) vs EISDX (1.82). EISDX was incepted earlier than OAKIX: EISDX (12 years) vs OAKIX (33 years). EISDX (2.01) is less costly to investors than OAKIX (1.05). EISDX is a more actively managed with annual turnover of: 44.00 vs. OAKIX (32.00). 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 : -2.62 vs. OAKIX (-8.91). EISDX return over 5 years is better than : 65.51 vs. OAKIX (52.67).
| EISDX | OAKIX | EISDX / OAKIX | |
| Total Expense Ratio | 2.01 | 1.05 | 191% |
| Annual Report Gross Expense Ratio | 2.01 | 1.05 | 191% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | -4.774 | -4.118 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 550M | 13.3B | 4% |
| Annual Yield % from dividends | 1.82 | 2.28 | 80% |
| Returns for 1 year | -2.62 | -8.91 | 29% |
| Returns for 3 years | 16.43 | -0.65 | -2,522% |
| Returns for 5 years | 65.51 | 52.67 | 124% |
| Returns for 10 years | 42.86 | 2.09 | 2,048% |
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