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EISIX vs OAKIX
EISIX vs OAKIX Comparison
Open Charts EISIX vs OAKIX
Carillon ClariVest Intl Stock I
Price$30.73
Change-$0.33 (-1.06%)
VolumeN/A
Net Assets836.91M
Oakmark International Investor
Price$30.96
Change-$0.64 (-2.03%)
VolumeN/A
Net Assets14.38B
EISIX vs OAKIX Comparison Chart in %
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EISIX vs. OAKIX commentary
Nov 20, 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: 14.4B vs. EISIX (837M). EISIX pays higher dividends than OAKIX: EISIX (2.20) vs OAKIX (1.94). 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 : 30.77 vs. OAKIX (23.81). EISIX return over 5 years is better than : 96.03 vs. OAKIX (37.14).
| 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 | 32.396 | 23.790 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 837M | 14.4B | 6% |
| Annual Yield % from dividends | 2.20 | 1.94 | 113% |
| Returns for 1 year | 30.77 | 23.81 | 129% |
| Returns for 3 years | 82.03 | 37.91 | 216% |
| Returns for 5 years | 96.03 | 37.14 | 259% |
| Returns for 10 years | 124.30 | 45.38 | 274% |
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