Compare AU
Compare INES vs. SWTZ
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 SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INES | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 5 |
Median incremental investment | $851.70 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,413.52 | $1,982.50 |
Average age group | > 35 | > 35 |
Key Summary
INES | SWTZ | |
|---|---|---|
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. | SWTZ.AX was created on 2017-02-23 by AGP. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with an income return that exceeds the S&P/ASX 100 Accumulation Index (Index) (after fees) over rolling 12-month periods, while also maintaining a lower level of volatility relative to the Index over rolling 12-month periods. |
Top 3 holdings | Intelligent Investor Ethical Share Fund (Managed Fund) (100 %) | Switzer Dividend Growth Fund (Managed Fund) (100 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.97 % | 0.89 % |
Key Summary
INES | SWTZ | |
|---|---|---|
Issuer | Intelligent Investor | AGP |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.89 % |
Price | $3.44 | $2.50 |
Size | $74.418 million | $58.771 million |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | 4.41 % | 7.16 % |
Market | ASX | ASX |
First listed date | 12/06/2019 | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INES | SWTZ | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 21 | 5 |
Median incremental investment | $851.70 | $828.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $4,413.52 | $1,982.50 |
Average age group | > 35 | > 35 |
Pros and Cons
INES | SWTZ | |
|---|---|---|
Pros |
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Cons |
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INES | SWTZ |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |