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EISIX vs OAKIX
EISIX vs OAKIX Comparison
Open Charts EISIX vs OAKIX
Carillon ClariVest Intl Stock I
Price$28.53
Change+$0.13 (+0.46%)
VolumeN/A
Net Assets725.01M
Oakmark International Investor
Price$30.64
Change+$0.11 (+0.36%)
VolumeN/A
Net Assets14.09B
EISIX vs OAKIX Comparison Chart in %
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EISIX vs. OAKIX commentary
Aug 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 EISIX is a Buy and OAKIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.1B vs. EISIX (725M). EISIX pays higher dividends than OAKIX: EISIX (2.48) vs OAKIX (2.05). EISIX was incepted earlier than OAKIX: EISIX (12 years) vs OAKIX (33 years). OAKIX (1.05) and EISIX (1.02) have similar cost to investors . OAKIX is a more actively managed with annual turnover of: 32.00 vs. EISIX (23.00). OAKIX has a lower initial minimum investment than EISIX: OAKIX (0) vs EISIX (10000). EISIX annual gain was more profitable for investors over the last year : 25.64 vs. OAKIX (23.20). EISIX return over 5 years is better than : 90.84 vs. OAKIX (61.18).
| EISIX | OAKIX | EISIX / OAKIX | |
| Total Expense Ratio | 0.98 | 1.05 | 93% |
| Annual Report Gross Expense Ratio | 1.02 | 1.05 | 97% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 21.057 | 22.511 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 725M | 14.1B | 5% |
| Annual Yield % from dividends | 2.48 | 2.05 | 121% |
| Returns for 1 year | 25.64 | 23.20 | 110% |
| Returns for 3 years | 66.90 | 38.37 | 174% |
| Returns for 5 years | 90.84 | 61.18 | 148% |
| Returns for 10 years | 95.38 | 33.93 | 281% |