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Compare FCAP vs. EAFZ
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 FCAP and EAFZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
FCAP | EAFZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 3 |
Median incremental investment | $993.50 | $1,075.50 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $2,983.44 | $2,470.16 |
Average age group | > 35 | > 35 |
Key Summary
FCAP | EAFZ | |
|---|---|---|
Strategy | FCAP.AX was created on 2024-05-28 by Fidelity. The fund's investment portfolio concentrates primarily on extended market equity. To achieve returns in excess of the benchmark (MSCIWorld Mid Cap Index NR) over the medium to long term. | N/A |
Top 3 holdings | CBRE Group Inc Class A (3.36 %) AppLovin Corp Ordinary Shares - Class A (3.25 %) Expedia Group Inc (2.87 %) | Ellerston Asia Growth Fund Complex ETF (100 %) |
Top 3 industries | Information Technology (34.74 %) Communication Services (23.76 %) Other (20.09 %) | |
Top 3 countries | ||
Management fee | 1.1 % | 0 % |
Key Summary
FCAP | EAFZ | |
|---|---|---|
Issuer | Fidelity | |
Tracking index | ||
Asset class | ETF | Stock |
Management fee | 1.1 % | 0 % |
Price | $12.03 | $8.02 |
Size | $8.610 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 3.86 % | 7.94 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 07/06/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FCAP | EAFZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 15 | 3 |
Median incremental investment | $993.50 | $1,075.50 |
Median investment frequency | Fortnightly | Weekly |
Median total investment | $2,983.44 | $2,470.16 |
Average age group | > 35 | > 35 |
Pros and Cons
FCAP | EAFZ | |
|---|---|---|
Pros |
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Cons |
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FCAP | EAFZ |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Lower dividend/distribution yield | Higher dividend/distribution yield |