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EISDX vs OAKIX
EISDX vs OAKIX Comparison
Open Charts EISDX vs OAKIX
Carillon ClariVest Intl Stock C
Price$29.61
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets833.74M
Oakmark International Investor
Price$30.82
Change-$0.14 (-0.45%)
VolumeN/A
Net Assets14.38B
EISDX vs OAKIX Comparison Chart in %
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EISDX vs. OAKIX commentary
Nov 20, 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: 14.4B vs. EISDX (834M). OAKIX pays higher dividends than EISDX: OAKIX (1.94) vs EISDX (1.45). EISDX was incepted earlier than OAKIX: EISDX (13 years) vs OAKIX (33 years). EISDX (1.99) is less costly to investors than OAKIX (1.05). OAKIX is a more actively managed with annual turnover of: 32.00 vs. EISDX (23.00). 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 : 28.02 vs. OAKIX (23.88). EISDX return over 5 years is better than : 84.10 vs. OAKIX (35.90).
| EISDX | OAKIX | EISDX / OAKIX | |
| Total Expense Ratio | 1.99 | 1.05 | 190% |
| Annual Report Gross Expense Ratio | 1.99 | 1.05 | 190% |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | 29.873 | 23.231 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 834M | 14.4B | 6% |
| Annual Yield % from dividends | 1.45 | 1.94 | 75% |
| Returns for 1 year | 28.02 | 23.88 | 117% |
| Returns for 3 years | 74.62 | 37.28 | 200% |
| Returns for 5 years | 84.10 | 35.90 | 234% |
| Returns for 10 years | 102.34 | 44.72 | 229% |
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