Compare AU
Compare FCAP vs. INES
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 are a popular choice. Two options in the ASX are FCAP and INES. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
FCAP | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 21 |
Median incremental investment | $695.00 | $851.70 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,509.48 | $4,400.69 |
Average age group | 26 - 35 | > 35 |
Key Summary
FCAP | INES | |
|---|---|---|
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. | INES.AX was created on 2019-06-11 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. To invest in a portfolio of ethically and socially responsible undervalued stocks to achieve medium to long-term capital growth. |
Top 3 holdings | Fidelity Global Future Leaders Active ETF (100 %) | Intelligent Investor Ethical Share Fund (Managed Fund) (100 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 1.1 % | 0.97 % |
Key Summary
FCAP | INES | |
|---|---|---|
Issuer | Fidelity | Intelligent Investor |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.97 % |
Price | $11.98 | $3.43 |
Size | $3.891 million | $74.418 million |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | - % | 4.41 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 12/06/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FCAP | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 21 |
Median incremental investment | $695.00 | $851.70 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,509.48 | $4,400.69 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
FCAP | INES | |
|---|---|---|
Pros |
| |
Cons |
|
FCAP | INES |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |