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EISIX vs OAKIX
EISIX vs OAKIX Comparison
Open Charts EISIX vs OAKIX
Carillon ClariVest Intl Stock I
Price$30.13
Change+$0.12 (+0.40%)
VolumeN/A
Net Assets770.08M
Oakmark International Investor
Price$31.65
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets14.33B
EISIX vs OAKIX Comparison Chart in %
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EISIX vs. OAKIX commentary
Sep 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 EISIX is a Hold and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.3B vs. EISIX (770M). EISIX pays higher dividends than OAKIX: EISIX (2.37) vs OAKIX (1.99). EISIX was incepted earlier than OAKIX: EISIX (13 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 : 26.55 vs. OAKIX (20.99). EISIX return over 5 years is better than : 100.05 vs. OAKIX (61.60).
| EISIX | OAKIX | EISIX / OAKIX | |
| Total Expense Ratio | 0.98 | 1.05 | 93% |
| Annual Report Gross Expense Ratio | 1.02 | 1.05 | 97% |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | 27.920 | 26.549 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 770M | 14.3B | 5% |
| Annual Yield % from dividends | 2.37 | 1.99 | 119% |
| Returns for 1 year | 26.55 | 20.99 | 126% |
| Returns for 3 years | 88.38 | 52.43 | 169% |
| Returns for 5 years | 100.05 | 61.60 | 162% |
| Returns for 10 years | 123.80 | 52.67 | 235% |
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