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EISDX vs OAKIX
EISDX vs OAKIX Comparison
Open Charts EISDX vs OAKIX
Carillon ClariVest Intl Stock C
Price$23.08
Change+$0.08 (+0.35%)
VolumeN/A
Net Assets534.12M
Oakmark International Investor
Price$25.25
Change+$0.22 (+0.88%)
VolumeN/A
Net Assets15.48B
EISDX vs OAKIX Comparison Chart
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EISDX vs. OAKIX commentary
Jan 19, 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: 15.5B vs. EISDX (534M). 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 : 16.20 vs. OAKIX (1.61). EISDX return over 5 years is better than : 37.54 vs. OAKIX (7.92).
| 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 | 1.095 | 0.960 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 534M | 15.5B | 3% |
| Annual Yield % from dividends | 1.87 | 1.84 | 102% |
| Returns for 1 year | 16.20 | 1.61 | 1,005% |
| Returns for 3 years | 16.47 | -10.47 | -157% |
| Returns for 5 years | 37.54 | 7.92 | 474% |
| Returns for 10 years | 66.43 | 18.98 | 350% |
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