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EISDX vs OAKIX
EISDX vs OAKIX Comparison
Open Charts EISDX vs OAKIX
Carillon ClariVest Intl Stock C
Price$29.96
Change+$0.30 (+1.01%)
VolumeN/A
Net Assets798.23M
Oakmark International Investor
Price$32.34
Change+$0.32 (+1.00%)
VolumeN/A
Net Assets14.56B
EISDX vs OAKIX Comparison Chart in %
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EISDX vs. OAKIX commentary
Oct 21, 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 EISDX is a Hold and OAKIX is a Hold.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.6B vs. EISDX (798M). OAKIX pays higher dividends than EISDX: OAKIX (1.95) vs EISDX (1.49). EISDX was incepted earlier than OAKIX: EISDX (13 years) vs OAKIX (33 years). EISDX (1.99) is less costly to investors than OAKIX (1.05). OAKIX is a more actively managed with annual turnover of: 32.00 vs. EISDX (23.00). OAKIX has a lower initial minimum investment than EISDX: OAKIX (0) vs EISDX (1000). EISDX annual gain was more profitable for investors over the last year : 24.87 vs. OAKIX (20.44). EISDX return over 5 years is better than : 99.59 vs. OAKIX (65.45).
| EISDX | OAKIX | EISDX / OAKIX | |
| Total Expense Ratio | 1.99 | 1.05 | 190% |
| Annual Report Gross Expense Ratio | 1.99 | 1.05 | 190% |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | 31.231 | 29.308 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 798M | 14.6B | 5% |
| Annual Yield % from dividends | 1.49 | 1.95 | 76% |
| Returns for 1 year | 24.87 | 20.44 | 122% |
| Returns for 3 years | 95.98 | 64.97 | 148% |
| Returns for 5 years | 99.59 | 65.45 | 152% |
| Returns for 10 years | 102.66 | 48.38 | 212% |
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