Compare AU

Compare INES vs. EINC

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

Intelligent Investor Ethical 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 INES and EINC. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

INES

EINC

Popularity

Low

Low

Pearlers invested

21

2

Median incremental investment

$851.70

$765.45

Median investment frequency

Monthly

Monthly

Median total investment

$4,400.69

$11,109.41

Average age group

> 35

26 - 35


Key Summary

INES

EINC

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.

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

Intelligent Investor Ethical 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

0.97 %

0.85 %


Key Summary

INES

EINC

Issuer

Intelligent Investor

BetaShares

Tracking index

Asset class

ETF

ETF

Management fee

0.97 %

0.85 %

Price

$3.43

$8.81

Size

$74.418 million

$22.474 million

10Y return

N/A

N/A

Annual dividend yield (5Y)

4.41 %

5.87 %

Market

ASX

ASX

First listed date

12/06/2019

19/02/2018

Purchase fee

$6.50

$6.50


Community Stats

INES

EINC

Popularity

Low

Low

Pearlers invested

21

2

Median incremental investment

$851.70

$765.45

Median investment frequency

Monthly

Monthly

Median total investment

$4,400.69

$11,109.41

Average age group

> 35

26 - 35


Pros and Cons

INES

EINC

Pros

  • Higher price growth

  • Higher exposure to AU market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

INES

EINC

Lower exposure to AU market

Higher exposure to AU market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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