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EISIX vs OAKIX
EISIX vs OAKIX Comparison
Open Charts EISIX vs OAKIX
Carillon ClariVest Intl Stock I
Price$34.47
Change+$3.80 (+12.39%)
VolumeN/A
Net Assets1.03B
Oakmark International Investor
Price$33.45
Change+$1.55 (+4.86%)
VolumeN/A
Net Assets14.6B
EISIX vs OAKIX Comparison Chart in %
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EISIX vs. OAKIX commentary
Feb 05, 2026
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 Hold and OAKIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OAKIX has more cash in the bank: 14.6B vs. EISIX (1.03B). EISIX pays higher dividends than OAKIX: EISIX (2.79) vs OAKIX (1.80). EISIX was incepted earlier than OAKIX: EISIX (13 years) vs OAKIX (33 years). OAKIX (1.05) and EISIX (1.02) have similar cost to investors . OAKIX is a more actively managed with annual turnover of: 51.00 vs. EISIX (23.00). 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 : 47.93 vs. OAKIX (30.78). EISIX return over 5 years is better than : 107.48 vs. OAKIX (34.40).
| EISIX | OAKIX | EISIX / OAKIX | |
| Total Expense Ratio | 0.98 | 1.05 | 93% |
| Annual Report Gross Expense Ratio | 1.02 | 1.05 | 97% |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | 8.635 | 2.923 | 295% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 14.6B | 7% |
| Annual Yield % from dividends | 2.79 | 1.80 | 155% |
| Returns for 1 year | 47.93 | 30.78 | 156% |
| Returns for 3 years | 91.55 | 33.96 | 270% |
| Returns for 5 years | 107.48 | 34.40 | 312% |
| Returns for 10 years | 191.28 | 93.99 | 204% |
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