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EISIX vs OAKIX
EISIX vs OAKIX Comparison
Open Charts EISIX vs OAKIX
Carillon ClariVest Intl Stock I
Price$30.67
Change-$0.29 (-0.94%)
VolumeN/A
Net Assets802.8M
Oakmark International Investor
Price$31.90
Change-$0.18 (-0.56%)
VolumeN/A
Net Assets14.56B
EISIX vs OAKIX Comparison Chart in %
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EISIX vs. OAKIX commentary
Oct 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 Hold and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.6B vs. EISIX (803M). EISIX pays higher dividends than OAKIX: EISIX (2.25) vs OAKIX (1.95). 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 : 26.57 vs. OAKIX (19.23). EISIX return over 5 years is better than : 105.63 vs. OAKIX (60.03).
| 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 | 31.969 | 27.549 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 803M | 14.6B | 6% |
| Annual Yield % from dividends | 2.25 | 1.95 | 115% |
| Returns for 1 year | 26.57 | 19.23 | 138% |
| Returns for 3 years | 107.76 | 70.57 | 153% |
| Returns for 5 years | 105.63 | 60.03 | 176% |
| Returns for 10 years | 126.10 | 47.74 | 264% |
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