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Compare INES vs. XALG

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

Community Stats

INES

XALG

Popularity

Low

Low

Pearlers invested

21

1

Median incremental investment

$851.70

$993.50

Median investment frequency

Monthly

Daily

Median total investment

$4,413.52

$1,012.61

Average age group

> 35

< 26


Key Summary

INES

XALG

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.

XALG.AX was created on 2015-12-21 by Alphinity. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform its benchmark after costs and over rolling three-year periods.

Top 3 holdings

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

Alphinity Global Equity Fund - Active ETF (100 %)

Top 3 industries

Top 3 countries

Management fee

0.97 %

0.75 %


Key Summary

INES

XALG

Issuer

Intelligent Investor

Alphinity

Tracking index

Asset class

ETF

ETF

Management fee

0.97 %

0.75 %

Price

$3.44

$12.22

Size

$74.418 million

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

4.41 %

1.74 %

Market

ASX

ASX

First listed date

12/06/2019

16/01/2023

Purchase fee

$6.50

$6.50


Community Stats

INES

XALG

Popularity

Low

Low

Pearlers invested

21

1

Median incremental investment

$851.70

$993.50

Median investment frequency

Monthly

Daily

Median total investment

$4,413.52

$1,012.61

Average age group

> 35

< 26


Pros and Cons

INES

XALG

Pros

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

INES

XALG

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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