Compare AU

Compare EIGA vs. RINC

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

Perennial Income Generator 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 EIGA and RINC. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

EIGA

RINC

Popularity

Low

Low

Pearlers invested

61

1

Median incremental investment

$588.34

$1,094.28

Median investment frequency

Monthly

Monthly

Median total investment

$1,493.80

$168.91

Average age group

> 35

26 - 35


Key Summary

EIGA

RINC

Strategy

EIGA.AX was created on 2018-05-07 by Perennial. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to provide investors with an attractive level of tax effective income, paid via monthly distributions. The Fund aims to provide a gross yield, adjusted for applicable franking credits, above that provided by the S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index (Tax-Exempt).

RINC.AX was created on 2018-02-13 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide a pre-tax income yield above the S&P/ASX 200 Index and to grow this income above the rate of inflation.

Top 3 holdings

BHP Group Ltd (10.78 %)

Commonwealth Bank of Australia (7.47 %)

CSL Ltd (7.40 %)

BetaShares Mrtn Currie Rl Inc Fund (Managed Fund) (100 %)

Top 3 industries

Financials (32.32 %)

Materials (24.48 %)

Other (16.04 %)

Top 3 countries

Australia (97.92 %)

United States (2.08 %)

Australia (67.74 %)

New Zealand (11.82 %)

United States (6.44 %)

Management fee

0.8 %

0.85 %


Key Summary

EIGA

RINC

Issuer

Perennial

BetaShares

Tracking index

S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index - AUD - Benchmark TR Net

S&P ASX 200

Asset class

ETF

ETF

Management fee

0.8 %

0.85 %

Price

$3.84

$8.89

Size

N/A

$37.248 million

10Y return

N/A

N/A

Annual distribution/β€Šdividend yield (5Y)

6.44 %

3.91 %

Market

ASX

ASX

First listed date

07/05/2018

19/02/2018

Purchase fee

$6.50

$6.50


Community Stats

EIGA

RINC

Popularity

Low

Low

Pearlers invested

61

1

Median incremental investment

$588.34

$1,094.28

Median investment frequency

Monthly

Monthly

Median total investment

$1,493.80

$168.91

Average age group

> 35

26 - 35


Pros and Cons

EIGA

RINC

Pros

  • Higher exposure to AU market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to US market

Cons

  • Lower exposure to US market

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

EIGA

RINC

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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