Compare AU

Compare CGUN vs. IJR

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

Claremont Global Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

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

Community Stats

CGUN

IJR

Popularity

Low

Low

Pearlers invested

2

80

Median incremental investment

$1,896.50

$2,018.00

Median investment frequency

Quarterly

Monthly

Median total investment

$1,954.44

$6,628.98

Average age group

> 35

> 35


Key Summary

CGUN

IJR

Strategy

N/A

IJR.AX was created on 2000-05-22 by iShares. The fund's investment portfolio concentrates primarily on small cap equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of small capitalisation US equities.

Top 3 holdings

Claremont Global Fund (Managed Fund) (100 %)

Fabrinet (0.70 %)

Applied Industrial Technologies Inc (0.63 %)

Ensign Group Inc (0.61 %)

Top 3 industries

Other (99.85 %)

Communication Services (0.15 %)

Top 3 countries

United States (98.93 %)

Management fee

0 %

0.07 %


Key Summary

CGUN

IJR

Issuer

iShares

Tracking index

S&P Small Cap 600

Asset class

Stock

ETF

Management fee

0 %

0.07 %

Price

$1.83

$195.25

Size

N/A

$736.752 million

10Y return

N/A

194.05 %

Annual dividend/โ€Šdistribution yield (5Y)

0.85 %

1.24 %

Market

ASX

ASX

First listed date

11/02/2024

10/10/2007

Purchase fee

$6.50

$6.50


Community Stats

CGUN

IJR

Popularity

Low

Low

Pearlers invested

2

80

Median incremental investment

$1,896.50

$2,018.00

Median investment frequency

Quarterly

Monthly

Median total investment

$1,954.44

$6,628.98

Average age group

> 35

> 35


Pros and Cons

CGUN

IJR

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

CGUN

IJR

Exposure to 1 market and 1 sector only

Exposure to more markets and sectors

Lower price growth

Higher price growth

Lower dividend/distribution yield

Higher dividend/distribution yield

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