Compare AU
Compare INES vs. EAFZ
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 INES and EAFZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INES | EAFZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 2 |
Median incremental investment | $851.70 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $4,413.52 | $27,456.91 |
Average age group | > 35 | > 35 |
Key Summary
INES | EAFZ | |
|---|---|---|
Strategy | 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. | N/A |
Top 3 holdings | Intelligent Investor Ethical Share Fund (Managed Fund) (100 %) | Ellerston Asia Growth Fund (Hedge Fund) (100 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.97 % | 0 % |
Key Summary
INES | EAFZ | |
|---|---|---|
Issuer | Intelligent Investor | |
Tracking index | ||
Asset class | ETF | Stock |
Management fee | 0.97 % | 0 % |
Price | $3.44 | $7.48 |
Size | $74.418 million | N/A |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | 4.41 % | 0.32 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 07/06/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | EAFZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 2 |
Median incremental investment | $851.70 | $0 |
Median investment frequency | Monthly | N/A |
Median total investment | $4,413.52 | $27,456.91 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | EAFZ | |
|---|---|---|
Pros |
| |
Cons |
|
INES | EAFZ |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Higher price growth | Lower price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |