Interact to see
Advertisement
Advertisement
EISVX vs OAKIX
EISVX vs OAKIX Comparison
Open Charts EISVX vs OAKIX
Carillon ClariVest Intl Stock R6
Price$30.38
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets833.74M
Oakmark International Investor
Price$30.82
Change-$0.14 (-0.45%)
VolumeN/A
Net Assets14.38B
EISVX vs OAKIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EISVX 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 EISVX is a Hold and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.4B vs. EISVX (834M). EISVX pays higher dividends than OAKIX: EISVX (2.28) vs OAKIX (1.94). EISVX was incepted earlier than OAKIX: EISVX (13 years) vs OAKIX (33 years). OAKIX (1.05) is less costly to investors than EISVX (0.93). OAKIX is a more actively managed with annual turnover of: 32.00 vs. EISVX (23.00). EISVX (0) and OAKIX (0) have matching initial minimum investment requirements. EISVX annual gain was more profitable for investors over the last year : 29.42 vs. OAKIX (23.88). EISVX return over 5 years is better than : 92.15 vs. OAKIX (35.90).
| EISVX | OAKIX | EISVX / OAKIX | |
| Total Expense Ratio | 0.88 | 1.05 | 84% |
| Annual Report Gross Expense Ratio | 0.93 | 1.05 | 89% |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | 31.164 | 23.231 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 834M | 14.4B | 6% |
| Annual Yield % from dividends | 2.28 | 1.94 | 118% |
| Returns for 1 year | 29.42 | 23.88 | 123% |
| Returns for 3 years | 78.59 | 37.28 | 211% |
| Returns for 5 years | 92.15 | 35.90 | 257% |
| Returns for 10 years | 120.76 | 44.72 | 270% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement