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EISIX vs OAKIX
EISIX vs OAKIX Comparison
Open Charts EISIX vs OAKIX
Carillon ClariVest Intl Stock I
Price$24.39
Change+$0.22 (+0.91%)
VolumeN/A
Net Assets585.49M
Oakmark International Investor
Price$26.45
Change+$0.21 (+0.80%)
VolumeN/A
Net Assets13.3B
EISIX vs OAKIX Comparison Chart
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EISIX vs. OAKIX commentary
Apr 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 Buy and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 13.3B vs. EISIX (585M). EISIX pays higher dividends than OAKIX: EISIX (2.77) vs OAKIX (2.28). EISIX was incepted earlier than OAKIX: EISIX (12 years) vs OAKIX (33 years). OAKIX (1.05) and EISIX (1.04) have similar cost to investors . EISIX is a more actively managed with annual turnover of: 44.00 vs. OAKIX (32.00). 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 : 10.53 vs. OAKIX (4.96). EISIX return over 5 years is better than : 87.88 vs. OAKIX (70.96).
| EISIX | OAKIX | EISIX / OAKIX | |
| Total Expense Ratio | 0.96 | 1.05 | 91% |
| Annual Report Gross Expense Ratio | 1.04 | 1.05 | 99% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 3.026 | 5.758 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 585M | 13.3B | 4% |
| Annual Yield % from dividends | 2.77 | 2.28 | 121% |
| Returns for 1 year | 10.53 | 4.96 | 213% |
| Returns for 3 years | 30.80 | 10.50 | 293% |
| Returns for 5 years | 87.88 | 70.96 | 124% |
| Returns for 10 years | 69.90 | 13.37 | 523% |
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