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EISDX vs OAKIX
EISDX vs OAKIX Comparison
Open Charts EISDX vs OAKIX
Carillon ClariVest Intl Stock C
Price$27.25
Change+$0.23 (+0.85%)
VolumeN/A
Net Assets715.54M
Oakmark International Investor
Price$30.11
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets14.09B
EISDX vs OAKIX Comparison Chart in %
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EISDX vs. OAKIX commentary
Aug 08, 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 Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.1B vs. EISDX (716M). OAKIX pays higher dividends than EISDX: OAKIX (2.05) vs EISDX (1.64). EISDX was incepted earlier than OAKIX: EISDX (12 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 : 25.50 vs. OAKIX (23.20). EISDX return over 5 years is better than : 78.09 vs. OAKIX (58.40).
| EISDX | OAKIX | EISDX / OAKIX | |
| Total Expense Ratio | 1.99 | 1.05 | 190% |
| Annual Report Gross Expense Ratio | 1.99 | 1.05 | 190% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 18.353 | 20.392 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 716M | 14.1B | 5% |
| Annual Yield % from dividends | 1.64 | 2.05 | 80% |
| Returns for 1 year | 25.50 | 23.20 | 110% |
| Returns for 3 years | 58.15 | 35.27 | 165% |
| Returns for 5 years | 78.09 | 58.40 | 134% |
| Returns for 10 years | 74.90 | 30.56 | 245% |
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