Interact to see
Advertisement
Advertisement
EISDX vs OAKIX
EISDX vs OAKIX Comparison
Open Charts EISDX vs OAKIX
Carillon ClariVest Intl Stock C
Price$28.97
Change-$0.15 (-0.52%)
VolumeN/A
Net Assets774.17M
Oakmark International Investor
Price$31.06
Change-$0.39 (-1.24%)
VolumeN/A
Net AssetsN/A
EISDX vs OAKIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EISDX vs. OAKIX commentary
Sep 26, 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 pays higher dividends than EISDX: OAKIX (1.99) vs EISDX (1.57). 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 : 22.42 vs. OAKIX (18.42). EISDX return over 5 years is better than : 97.25 vs. OAKIX (70.78).
| 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 | 27.551 | 25.750 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 774M | N/A | - |
| Annual Yield % from dividends | 1.57 | 1.99 | 79% |
| Returns for 1 year | 22.42 | 18.42 | 122% |
| Returns for 3 years | 98.87 | 68.60 | 144% |
| Returns for 5 years | 97.25 | 70.78 | 137% |
| Returns for 10 years | 113.40 | 62.82 | 181% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement