Compare AU

Compare GIVE vs. EINC

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

Perpetual Esg Australian Share 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 GIVE and EINC. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

GIVE

EINC

Popularity

Low

Low

Pearlers invested

2

2

Median incremental investment

$523.25

$765.45

Median investment frequency

Quarterly

Monthly

Median total investment

$797.50

$11,109.41

Average age group

26 - 35

26 - 35


Key Summary

GIVE

EINC

Strategy

GIVE.AX was created on 2021-11-29 by Perpetual. The fund's investment portfolio concentrates primarily on total market equity. Aims to: provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet Perpetuals ESG and values-based criteria outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods.

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

Top 3 holdings

Perpetual Esg Australian Share Fund (Managed Fund) (100 %)

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

Top 3 industries

Top 3 countries

Australia (97.66 %)

New Zealand (2.34 %)

Management fee

0.65 %

0.85 %


Key Summary

GIVE

EINC

Issuer

Perpetual

BetaShares

Tracking index

S&P/ASX 300 Index - AUD

Asset class

ETF

ETF

Management fee

0.65 %

0.85 %

Price

$3.19

$8.81

Size

N/A

$22.474 million

10Y return

N/A

N/A

Annual dividend yield (5Y)

5.50 %

5.87 %

Market

ASX

ASX

First listed date

28/11/2021

19/02/2018

Purchase fee

$6.50

$6.50


Community Stats

GIVE

EINC

Popularity

Low

Low

Pearlers invested

2

2

Median incremental investment

$523.25

$765.45

Median investment frequency

Quarterly

Monthly

Median total investment

$797.50

$11,109.41

Average age group

26 - 35

26 - 35


Pros and Cons

GIVE

EINC

Pros

  • Lower management fee

  • Higher exposure to AU market

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

GIVE

EINC

Lower exposure to AU market

Higher exposure to AU market

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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