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Compare EAFZ vs. RARI
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 EAFZ and RARI. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
EAFZ | RARI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 59 |
Median incremental investment | $788.50 | $900.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,719.90 | $2,589.72 |
Average age group | > 35 | > 35 |
Key Summary
EAFZ | RARI | |
|---|---|---|
Strategy | N/A | RARI.AX was created on 2015-04-01 by Russell. The fund's investment portfolio concentrates primarily on high dividend yield equity. To aim to provide a total return before costs and tax, in line with the Russell Australia ESG High Dividend Index over the long term. |
Top 3 holdings | Ellerston Asia Growth Fund Complex ETF (100 %) | Commonwealth Bank of Australia (12.03 %) National Australia Bank Ltd (6.57 %) Westpac Banking Corp (5.94 %) |
Top 3 industries | Financials (61.74 %) Health Care (11.46 %) Consumer Discretionary (9.08 %) | |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0 % | 0.45 % |
Key Summary
EAFZ | RARI | |
|---|---|---|
Issuer | Russell | |
Tracking index | Russell Australia ESG High Dividend Index - AUD | |
Asset class | Stock | ETF |
Management fee | 0 % | 0.45 % |
Price | $7.59 | $30.00 |
Size | N/A | $467.374 million |
10Y return | N/A | 41.78 % |
Annual dividend/ distribution yield (5Y) | 7.94 % | 3.70 % |
Market | ASX | ASX |
First listed date | 07/06/2023 | 08/04/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
EAFZ | RARI | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 4 | 59 |
Median incremental investment | $788.50 | $900.00 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $1,719.90 | $2,589.72 |
Average age group | > 35 | > 35 |
Pros and Cons
EAFZ | RARI | |
|---|---|---|
Pros |
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Cons |
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EAFZ | RARI |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower price growth | Higher price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |