Compare AU
Compare FCAP vs. INIF
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 INIF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
FCAP | INIF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 10 |
Median incremental investment | $695.00 | $993.72 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,508.22 | $7,925.42 |
Average age group | 26 - 35 | 26 - 35 |
Key Summary
FCAP | INIF | |
|---|---|---|
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. | INIF.AX was created on 2018-06-18 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. To achieve a total return of 1% above the S&P/ASX Accumulation Index p.a. and have a distribution yield 2% greater that the Intelligent Investor Growth Fund over rolling five year periods. |
Top 3 holdings | Fidelity Global Future Leaders Active ETF (100 %) | Intelligent Investor Aus Equity Income Fund (Managed Fund) (100 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 1.1 % | 0.97 % |
Key Summary
FCAP | INIF | |
|---|---|---|
Issuer | Fidelity | Intelligent Investor |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.97 % |
Price | $11.97 | $2.83 |
Size | $2.861 million | $77.824 million |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | - % | 6.27 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 19/06/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FCAP | INIF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 10 |
Median incremental investment | $695.00 | $993.72 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,508.22 | $7,925.42 |
Average age group | 26 - 35 | 26 - 35 |
Pros and Cons
FCAP | INIF | |
|---|---|---|
Pros |
| |
Cons |
|
FCAP | INIF |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |