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EISVX vs OAKIX
EISVX vs OAKIX Comparison
Open Charts EISVX vs OAKIX
Carillon ClariVest Intl Stock R6
Price$30.40
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets798.23M
Oakmark International Investor
Price$32.02
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets14.56B
EISVX vs OAKIX Comparison Chart in %
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EISVX vs. OAKIX commentary
Oct 19, 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 (798M). 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 : 25.66 vs. OAKIX (20.74). EISVX return over 5 years is better than : 106.23 vs. OAKIX (64.92).
| 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 | 31.034 | 28.029 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 798M | 14.6B | 5% |
| Annual Yield % from dividends | 2.34 | 1.95 | 120% |
| Returns for 1 year | 25.66 | 20.74 | 124% |
| Returns for 3 years | 99.09 | 63.18 | 157% |
| Returns for 5 years | 106.23 | 64.92 | 164% |
| Returns for 10 years | 122.75 | 50.49 | 243% |
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