Compare AU

Compare INIF vs. AGX1

Compare shares and ETFs on the ASX that you can trade on Pearler.

Intelligent Investor Aus Equity Income 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 INIF and AGX1. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

INIF

AGX1

Popularity

Low

Low

Pearlers invested

10

3

Median incremental investment

$993.72

$90.50

Median investment frequency

Monthly

Daily

Median total investment

$7,841.40

$3,585.56

Average age group

26 - 35

26 - 35


Key Summary

INIF

AGX1

Strategy

INIF.AX was created on 2018-06-18 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. To achieve a total return of 1% above the S&P/ASX Accumulation Index p.a. and have a distribution yield 2% greater that the Intelligent Investor Growth Fund over rolling five year periods.

AGX1.AX was created on 2018-11-05 by Antipodes. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the Benchmark over the investment cycle (typically 3-5 years).

Top 3 holdings

Intelligent Investor Aus Equity Income Fund (Managed Fund) (100 %)

Antipodes Global Shares (Quoted Managed Fund) (100 %)

Top 3 industries

Top 3 countries

Management fee

0.97 %

1.1 %


Key Summary

INIF

AGX1

Issuer

Intelligent Investor

Antipodes

Tracking index

Asset class

ETF

ETF

Management fee

0.97 %

1.1 %

Price

$2.80

$6.38

Size

$77.824 million

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

6.27 %

8.81 %

Market

ASX

ASX

First listed date

19/06/2018

07/11/2018

Purchase fee

$6.50

$6.50


Community Stats

INIF

AGX1

Popularity

Low

Low

Pearlers invested

10

3

Median incremental investment

$993.72

$90.50

Median investment frequency

Monthly

Daily

Median total investment

$7,841.40

$3,585.56

Average age group

26 - 35

26 - 35


Pros and Cons

INIF

AGX1

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower price growth

  • Lower distribution yield

  • Higher management fee

INIF

AGX1

Lower management fee

Higher management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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