Compare AU
Compare CGUN vs. JPEQ
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 JPEQ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
CGUN | JPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 2 |
Median incremental investment | $1,896.50 | $750.00 |
Median investment frequency | Quarterly | Fortnightly |
Median total investment | $1,954.44 | $4,961.03 |
Average age group | > 35 | > 35 |
Key Summary
CGUN | JPEQ | |
|---|---|---|
Strategy | N/A | JPEQ.AX was created on 2023-05-23 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to seek current income while maintaining prospects for capital appreciation. |
Top 3 holdings | Claremont Global Fund (Managed Fund) (100 %) | JPMorgan Nasdaq Equity Premium Inc ETF (99.66 %) |
Top 3 industries | ||
Top 3 countries | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) | |
Management fee | 0 % | 0.4 % |
Key Summary
CGUN | JPEQ | |
|---|---|---|
Issuer | JPMorgan | |
Tracking index | ||
Asset class | Stock | ETF |
Management fee | 0 % | 0.4 % |
Price | $1.83 | $64.85 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.85 % | 2.54 % |
Market | ASX | ASX |
First listed date | 11/02/2024 | 24/05/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
CGUN | JPEQ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 2 | 2 |
Median incremental investment | $1,896.50 | $750.00 |
Median investment frequency | Quarterly | Fortnightly |
Median total investment | $1,954.44 | $4,961.03 |
Average age group | > 35 | > 35 |
Pros and Cons
CGUN | JPEQ | |
|---|---|---|
Pros |
| |
Cons |
|
CGUN | JPEQ |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower dividend/distribution yield | Higher dividend/distribution yield |