Compare AU

Compare INIF vs. IMLC

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

Community Stats

INIF

IMLC

Popularity

Low

Low

Pearlers invested

10

1

Median incremental investment

$993.72

$997.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$7,897.41

$2,086.56

Average age group

26 - 35

< 26


Key Summary

INIF

IMLC

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.

IMLC.AX was created on 2023-08-01 by IML. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the S&P/ASX 300 Accumulation Index (after fees and expenses and before taxes) on a rolling four-year basis.

Top 3 holdings

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

IML Conc Aus Shares Fund (Quoted Managed Fund) (100 %)

Top 3 industries

Top 3 countries

Management fee

0.97 %

0.993 %


Key Summary

INIF

IMLC

Issuer

Intelligent Investor

IML

Tracking index

Asset class

ETF

ETF

Management fee

0.97 %

0.993 %

Price

$2.83

$4.16

Size

$77.824 million

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

6.27 %

0.52 %

Market

ASX

ASX

First listed date

19/06/2018

31/07/2023

Purchase fee

$6.50

$6.50


Community Stats

INIF

IMLC

Popularity

Low

Low

Pearlers invested

10

1

Median incremental investment

$993.72

$997.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$7,897.41

$2,086.56

Average age group

26 - 35

< 26


Pros and Cons

INIF

IMLC

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

INIF

IMLC

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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