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EISIX vs OAKIX
EISIX vs OAKIX Comparison
Open Charts EISIX vs OAKIX
Carillon ClariVest Intl Stock I
Price$23.72
Change+$0.09 (+0.38%)
VolumeN/A
Net Assets534.12M
Oakmark International Investor
Price$25.25
Change+$0.22 (+0.88%)
VolumeN/A
Net Assets15.48B
EISIX vs OAKIX Comparison Chart
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EISIX 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 EISIX is a Hold and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 15.5B vs. EISIX (534M). EISIX pays higher dividends than OAKIX: EISIX (2.69) vs OAKIX (1.84). EISIX was incepted earlier than OAKIX: EISIX (12 years) vs OAKIX (32 years). OAKIX is a more actively managed with annual turnover of: 27.00 vs. EISIX (7.00). 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 : 17.34 vs. OAKIX (1.61). EISIX return over 5 years is better than : 44.92 vs. OAKIX (7.92).
| EISIX | OAKIX | EISIX / 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 | 1.108 | 0.960 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 534M | 15.5B | 3% |
| Annual Yield % from dividends | 2.69 | 1.84 | 146% |
| Returns for 1 year | 17.34 | 1.61 | 1,076% |
| Returns for 3 years | 20.20 | -10.47 | -193% |
| Returns for 5 years | 44.92 | 7.92 | 567% |
| Returns for 10 years | 82.75 | 18.98 | 436% |
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