Compare AU

Compare INIF vs. EINC

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

Community Stats

INIF

EINC

Popularity

Low

Low

Pearlers invested

10

2

Median incremental investment

$993.72

$765.45

Median investment frequency

Monthly

Monthly

Median total investment

$7,841.40

$11,109.41

Average age group

26 - 35

26 - 35


Key Summary

INIF

EINC

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.

EINC.AX was created on 2018-02-13 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide an after-tax income yield above the S&P/ASX 200 Index and to grow this income above the rate of inflation

Top 3 holdings

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

BetaShares Mrtn Currie Eqy Inc Fund (Managed Fund) (100 %)

Top 3 industries

Top 3 countries

Australia (97.66 %)

New Zealand (2.34 %)

Management fee

0.97 %

0.85 %


Key Summary

INIF

EINC

Issuer

Intelligent Investor

BetaShares

Tracking index

Asset class

ETF

ETF

Management fee

0.97 %

0.85 %

Price

$2.80

$8.81

Size

$77.827 million

$22.474 million

10Y return

N/A

N/A

Annual dividend yield (5Y)

6.27 %

5.87 %

Market

ASX

ASX

First listed date

19/06/2018

19/02/2018

Purchase fee

$6.50

$6.50


Community Stats

INIF

EINC

Popularity

Low

Low

Pearlers invested

10

2

Median incremental investment

$993.72

$765.45

Median investment frequency

Monthly

Monthly

Median total investment

$7,841.40

$11,109.41

Average age group

26 - 35

26 - 35


Pros and Cons

INIF

EINC

Pros

  • Higher price growth

  • Higher distribution yield

  • Higher exposure to AU market

  • Lower management fee

Cons

  • Lower exposure to AU market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

INIF

EINC

Lower exposure to AU market

Higher exposure to AU market

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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