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EISVX vs OAKIX
EISVX vs OAKIX Comparison
Open Charts EISVX vs OAKIX
Carillon ClariVest Intl Stock R6
Price$28.78
Change+$0.19 (+0.66%)
VolumeN/A
Net Assets734.11M
Oakmark International Investor
Price$31.06
Change+$0.11 (+0.36%)
VolumeN/A
Net Assets14.09B
EISVX vs OAKIX Comparison Chart in %
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EISVX vs. OAKIX commentary
Aug 29, 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 Buy and OAKIX is a Buy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.1B vs. EISVX (734M). EISVX pays higher dividends than OAKIX: EISVX (2.58) vs OAKIX (2.05). 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 : 20.50 vs. OAKIX (17.68). EISVX return over 5 years is better than : 89.38 vs. OAKIX (55.37).
| 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 | 23.233 | 24.190 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 734M | 14.1B | 5% |
| Annual Yield % from dividends | 2.58 | 2.05 | 126% |
| Returns for 1 year | 20.50 | 17.68 | 116% |
| Returns for 3 years | 73.64 | 48.97 | 150% |
| Returns for 5 years | 89.38 | 55.37 | 161% |
| Returns for 10 years | 110.68 | 47.26 | 234% |
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