Compare AU

Compare EINC vs. EAFZ

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

BetaShares Mrtn Currie Eqy Inc Fund (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 EINC and EAFZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

EINC

EAFZ

Popularity

Low

Low

Pearlers invested

2

2

Median incremental investment

$765.45

$0

Median investment frequency

Monthly

N/A

Median total investment

$11,109.41

$27,165.59

Average age group

26 - 35

> 35


Key Summary

EINC

EAFZ

Strategy

EINC.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 an after-tax income yield above the S&P/ASX 200 Index and to grow this income above the rate of inflation

N/A

Top 3 holdings

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

Ellerston Asia Growth Fund (Hedge Fund) (100 %)

Top 3 industries

Top 3 countries

Australia (97.66 %)

New Zealand (2.34 %)

Management fee

0.85 %

0 %


Key Summary

EINC

EAFZ

Issuer

BetaShares

Tracking index

Asset class

ETF

Stock

Management fee

0.85 %

0 %

Price

$8.81

$7.46

Size

$22.474 million

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

5.87 %

0.32 %

Market

ASX

ASX

First listed date

19/02/2018

07/06/2023

Purchase fee

$6.50

$6.50


Community Stats

EINC

EAFZ

Popularity

Low

Low

Pearlers invested

2

2

Median incremental investment

$765.45

$0

Median investment frequency

Monthly

N/A

Median total investment

$11,109.41

$27,165.59

Average age group

26 - 35

> 35


Pros and Cons

EINC

EAFZ

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

EINC

EAFZ

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Higher price growth

Lower price growth

Higher dividend/distribution yield

Lower dividend/distribution yield

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