Compare AU

Compare INIF vs. MKAX

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

Community Stats

INIF

MKAX

Popularity

Low

Low

Pearlers invested

10

1

Median incremental investment

$993.72

$4,990.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$7,841.40

$4,558.40

Average age group

26 - 35

26 - 35


Key Summary

INIF

MKAX

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.

MKAX.AX was created on 2020-06-24 by Montaka. The fund's investment portfolio concentrates primarily on long/short alternatives. The Fund aims to provide Unitholders with long term capital growth, with a focus on managing downside risk.

Top 3 holdings

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

Montaka Global Extension Fund (Quoted Managed Hedge Fund) (100 %)

Top 3 industries

Top 3 countries

Management fee

0.97 %

1.25 %


Key Summary

INIF

MKAX

Issuer

Intelligent Investor

Montaka

Tracking index

Asset class

ETF

ETF

Management fee

0.97 %

1.25 %

Price

$2.80

$4.70

Size

$77.827 million

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

6.27 %

4.08 %

Market

ASX

ASX

First listed date

19/06/2018

23/06/2020

Purchase fee

$6.50

$6.50


Community Stats

INIF

MKAX

Popularity

Low

Low

Pearlers invested

10

1

Median incremental investment

$993.72

$4,990.50

Median investment frequency

Monthly

Fortnightly

Median total investment

$7,841.40

$4,558.40

Average age group

26 - 35

26 - 35


Pros and Cons

INIF

MKAX

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

INIF

MKAX

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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