Compare AU
Compare FCAP vs. SWTZ
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 SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
FCAP | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 5 |
Median incremental investment | $695.00 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,509.48 | $1,974.57 |
Average age group | 26 - 35 | > 35 |
Key Summary
FCAP | SWTZ | |
|---|---|---|
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. | SWTZ.AX was created on 2017-02-23 by AGP. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with an income return that exceeds the S&P/ASX 100 Accumulation Index (Index) (after fees) over rolling 12-month periods, while also maintaining a lower level of volatility relative to the Index over rolling 12-month periods. |
Top 3 holdings | Fidelity Global Future Leaders Active ETF (100 %) | Switzer Dividend Growth Fund (Managed Fund) (100 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 1.1 % | 0.89 % |
Key Summary
FCAP | SWTZ | |
|---|---|---|
Issuer | Fidelity | AGP |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.89 % |
Price | $11.98 | $2.49 |
Size | $3.891 million | $58.771 million |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | - % | 7.16 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FCAP | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 5 |
Median incremental investment | $695.00 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,509.48 | $1,974.57 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
FCAP | SWTZ | |
|---|---|---|
Pros |
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Cons |
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FCAP | SWTZ |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |