Compare AU

Compare INES vs. JGLO

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 JGLO. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

INES

JGLO

Popularity

Low

N/A

Pearlers invested

21

0

Median incremental investment

$851.70

$0

Median investment frequency

Monthly

N/A

Median total investment

$4,413.52

$0

Average age group

> 35

N/A


Key Summary

INES

JGLO

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.

JGLO.AX was created on 2024-04-26 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to seek to provide long-term capital appreciation.

Top 3 holdings

Intelligent Investor Ethical Share Fund (Managed Fund) (100 %)

Jpmorgan Global Select Equity Active ETF (100 %)

Top 3 industries

Top 3 countries

Management fee

0.97 %

0.55 %


Key Summary

INES

JGLO

Issuer

Intelligent Investor

JPMorgan

Tracking index

Asset class

ETF

ETF

Management fee

0.97 %

0.55 %

Price

$3.44

$57.58

Size

$74.418 million

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

4.41 %

- %

Market

ASX

ASX

First listed date

12/06/2019

25/04/2024

Purchase fee

$6.50

$6.50


Community Stats

INES

JGLO

Popularity

Low

N/A

Pearlers invested

21

0

Median incremental investment

$851.70

$0

Median investment frequency

Monthly

N/A

Median total investment

$4,413.52

$0

Average age group

> 35

N/A


Pros and Cons

INES

JGLO

Pros

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

INES

JGLO

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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