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Compare INES vs. MGOC
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 MGOC. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INES | MGOC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 20 | 40 |
Median incremental investment | $803.40 | $908.32 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,527.42 | $2,960.58 |
Average age group | > 35 | > 35 |
Key Summary
INES | MGOC | |
|---|---|---|
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. | MGOC.AX was created on 2007-07-01 by Magellan. The fund's investment portfolio concentrates primarily on total market equity. The investment objectives of the Fund are to achieve attractive risk-adjusted returns over the medium to long-term while reducing the risk of permanent capital loss. The Fund aims to deliver 9% p.a. net of fees over the economic cycle. |
Top 3 holdings | Intelligent Investor Eth Share Fund - Active ETF (100 %) | Magellan Global Fund -Open Class Units -Active ETF (100 %) |
Top 3 industries | Financials (42.50 %) Other (21.54 %) Communication Services (17.57 %) | Communication Services (23.97 %) Financials (18.97 %) Information Technology (16.04 %) |
Top 3 countries | ||
Management fee | 0.97 % | 1.35 % |
Key Summary
INES | MGOC | |
|---|---|---|
Issuer | Intelligent Investor | Magellan |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.97 % | 1.35 % |
Price | $3.65 | $3.20 |
Size | $75.760 million | $7.193 billion |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | 4.41 % | 4.23 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 29/11/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | MGOC | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 20 | 40 |
Median incremental investment | $803.40 | $908.32 |
Median investment frequency | Monthly | Monthly |
Median total investment | $4,527.42 | $2,960.58 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | MGOC | |
|---|---|---|
Pros |
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Cons |
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INES | MGOC |
|---|---|
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |