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Compare INES vs. HJZP
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 and ETFs are a popular choice. Two options in the ASX are INES and HJZP. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INES | HJZP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 20 | 7 |
Median incremental investment | $803.40 | $893.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,527.42 | $2,391.66 |
Average age group | > 35 | 26 - 35 |
Key Summary
INES | HJZP | |
|---|---|---|
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. | HJZP.AX was created on 2022-10-17 by M&G . The fund's investment portfolio concentrates primarily on real estate equity. The Funds investment approach is to research, screen, and then select quality investments, across Australian and international Real Estate Investment Trusts (REITS). |
Top 3 holdings | Intelligent Investor Eth Share Fund - Active ETF (100 %) | American Homes 4 Rent Class A (11.61 %) Prologis Inc (10.11 %) Public Storage (10.09 %) |
Top 3 industries | Financials (42.50 %) Other (21.54 %) Communication Services (17.57 %) | Real Estate (100.00 %) Other (16.15 %) |
Top 3 countries | United States (61.96 %) Australia (23.42 %) Mexico (8.16 %) | |
Management fee | 0.97 % | 1.5 % |
Key Summary
INES | HJZP | |
|---|---|---|
Issuer | Intelligent Investor | M&G |
Tracking index | MSCI World REITs Index - AUD - Australian Dollar - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 1.5 % |
Price | $3.65 | $0.805 |
Size | $75.760 million | N/A |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 4.41 % | 0.16 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 16/10/2022 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | HJZP | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 20 | 7 |
Median incremental investment | $803.40 | $893.50 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,527.42 | $2,391.66 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
INES | HJZP | |
|---|---|---|
Pros |
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Cons |
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INES | HJZP |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |