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EISVX vs OAKIX
EISVX vs OAKIX Comparison
Open Charts EISVX vs OAKIX
Carillon ClariVest Intl Stock R6
Price$30.45
Change-$0.26 (-0.85%)
VolumeN/A
Net Assets804.29M
Oakmark International Investor
Price$32.05
Change-$0.18 (-0.56%)
VolumeN/A
Net Assets14.56B
EISVX vs OAKIX Comparison Chart in %
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EISVX vs. OAKIX commentary
Oct 08, 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: 14.6B vs. EISVX (804M). EISVX pays higher dividends than OAKIX: EISVX (2.34) vs OAKIX (1.95). 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 : 26.09 vs. OAKIX (19.18). EISVX return over 5 years is better than : 105.03 vs. OAKIX (62.16).
| 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 | 32.371 | 28.149 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 804M | 14.6B | 6% |
| Annual Yield % from dividends | 2.34 | 1.95 | 120% |
| Returns for 1 year | 26.09 | 19.18 | 136% |
| Returns for 3 years | 104.40 | 70.76 | 148% |
| Returns for 5 years | 105.03 | 62.16 | 169% |
| Returns for 10 years | 125.17 | 48.43 | 258% |
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