Compare AU
Compare INIF vs. LSGE
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 and ETFs are a popular choice. Two options in the ASX are INIF and LSGE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INIF | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 1 |
Median incremental investment | $993.72 | $290.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $7,925.42 | $0 |
Average age group | 26 - 35 | N/A |
Key Summary
INIF | LSGE | |
|---|---|---|
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. | LSGE.AX was created on 2021-10-01 by Loomis Sayles. The fund's investment portfolio concentrates primarily on total market equity. To provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the Funds benchmark over a full market cycle. |
Top 3 holdings | Intelligent Investor Aus Equity Income Fund (Managed Fund) (100 %) | Meta Platforms Inc Class A (7.32 %) MercadoLibre Inc (6.69 %) Amazon.com Inc (5.61 %) |
Top 3 industries | Consumer Discretionary (33.65 %) Communication Services (33.28 %) Information Technology (26.44 %) | |
Top 3 countries | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) | |
Management fee | 0.97 % | 0.99 % |
Key Summary
INIF | LSGE | |
|---|---|---|
Issuer | Intelligent Investor | Loomis Sayles |
Tracking index | MSCI ACWI Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.99 % |
Price | $2.80 | $3.70 |
Size | $77.824 million | $49.795 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 6.27 % | 0.71 % |
Market | ASX | ASX |
First listed date | 19/06/2018 | 30/09/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INIF | LSGE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 1 |
Median incremental investment | $993.72 | $290.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $7,925.42 | $0 |
Average age group | 26 - 35 | N/A |
Pros and Cons
INIF | LSGE | |
|---|---|---|
Pros |
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Cons |
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INIF | LSGE |
|---|---|
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |