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Compare AGX1 vs. DAVA

Compare shares and ETFs on the ASX that you can trade on Pearler.

Antipodes Global Shares (Quoted Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares are a popular choice. Two options in the ASX are AGX1 and DAVA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

AGX1

DAVA

Popularity

Low

N/A

Pearlers invested

3

0

Median incremental investment

$90.50

$0

Median investment frequency

Daily

N/A

Median total investment

$3,585.56

$0

Average age group

26 - 35

N/A


Key Summary

AGX1

DAVA

Strategy

AGX1.AX was created on 2018-11-05 by Antipodes. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the Benchmark over the investment cycle (typically 3-5 years).

DAVA.AX was created on 1999-06-10 by Dimensional. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Trust is to provide long-term capital growth by gaining exposure to a diversified portfolio of Value Companies listed in Australia.

Top 3 holdings

Antipodes Global Shares (Quoted Managed Fund) (100 %)

Dimensional Australian Value Trust - Active ETF (100 %)

Top 3 industries

Top 3 countries

Management fee

1.1 %

0.336 %


Key Summary

AGX1

DAVA

Issuer

Antipodes

Dimensional

Tracking index

Asset class

ETF

ETF

Management fee

1.1 %

0.336 %

Price

$6.38

$27.11

Size

N/A

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

8.81 %

0.36 %

Market

ASX

ASX

First listed date

07/11/2018

18/08/2024

Purchase fee

$6.50

$6.50


Community Stats

AGX1

DAVA

Popularity

Low

N/A

Pearlers invested

3

0

Median incremental investment

$90.50

$0

Median investment frequency

Daily

N/A

Median total investment

$3,585.56

$0

Average age group

26 - 35

N/A


Pros and Cons

AGX1

DAVA

Pros

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

AGX1

DAVA

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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