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EISIX vs OAKIX
EISIX vs OAKIX Comparison
Open Charts EISIX vs OAKIX
Carillon ClariVest Intl Stock I
Price$24.72
Change-$0.17 (-0.68%)
VolumeN/A
Net Assets585.21M
Oakmark International Investor
Price$27.22
Change-$0.13 (-0.48%)
VolumeN/A
Net Assets14.76B
EISIX vs OAKIX Comparison Chart
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EISIX vs. OAKIX commentary
Feb 23, 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 StrongBuy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.8B vs. EISIX (585M). 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 : 13.96 vs. OAKIX (5.76). EISIX return over 5 years is better than : 53.70 vs. OAKIX (21.18).
| 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 | 5.371 | 8.836 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 585M | 14.8B | 4% |
| Annual Yield % from dividends | 2.69 | 1.84 | 146% |
| Returns for 1 year | 13.96 | 5.76 | 243% |
| Returns for 3 years | 29.54 | 2.33 | 1,269% |
| Returns for 5 years | 53.70 | 21.18 | 254% |
| Returns for 10 years | 77.41 | 17.69 | 437% |
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