Compare AU

Compare IMLC vs. DGVA

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

IML Conc Aus Shares Fund (Quoted 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 IMLC and DGVA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

IMLC

DGVA

Popularity

Low

Low

Pearlers invested

1

1

Median incremental investment

$997.50

$24,525.75

Median investment frequency

Fortnightly

Monthly

Median total investment

$2,071.44

$24,924.75

Average age group

< 26

< 26


Key Summary

IMLC

DGVA

Strategy

IMLC.AX was created on 2023-08-01 by IML. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the S&P/ASX 300 Accumulation Index (after fees and expenses and before taxes) on a rolling four-year basis.

DGVA.AX was created on 1999-08-27 by Dimensional. The fund's investment portfolio concentrates primarily on large cap equity. The investment objective of the Trust is to provide long-term capital growth by gaining exposure to a diversified portfolio of large Value Companies associated with approved developed markets (excluding Australia).

Top 3 holdings

IML Conc Aus Shares Fund (Quoted Managed Fund) (100 %)

Dimensional Global Value Trust - Active ETF (100 %)

Top 3 industries

Top 3 countries

Management fee

0.993 %

0 %


Key Summary

IMLC

DGVA

Issuer

IML

Dimensional

Tracking index

Asset class

ETF

ETF

Management fee

0.993 %

0 %

Price

$4.11

$25.05

Size

N/A

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

0.52 %

- %

Market

ASX

ASX

First listed date

31/07/2023

18/08/2024

Purchase fee

$6.50

$6.50


Community Stats

IMLC

DGVA

Popularity

Low

Low

Pearlers invested

1

1

Median incremental investment

$997.50

$24,525.75

Median investment frequency

Fortnightly

Monthly

Median total investment

$2,071.44

$24,924.75

Average age group

< 26

< 26


Pros and Cons

IMLC

DGVA

Pros

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower distribution yield

IMLC

DGVA

Higher management fee

Lower management fee

Higher distribution yield

Lower distribution yield

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