Compare AU

Compare INIF vs. MOGL

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 and ETFs are a popular choice. Two options in the ASX are INIF and MOGL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

INIF

MOGL

Popularity

Low

Low

Pearlers invested

10

4

Median incremental investment

$993.72

$295.25

Median investment frequency

Monthly

Fortnightly

Median total investment

$7,925.42

$12,968.13

Average age group

26 - 35

> 35


Key Summary

INIF

MOGL

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.

N/A

Top 3 holdings

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

KKR & Co Inc Ordinary Shares (10.52 %)

Amazon.com Inc (10.23 %)

Blackstone Inc (9.48 %)

Top 3 industries

Communication Services (29.81 %)

Financials (28.90 %)

Information Technology (27.24 %)

Top 3 countries

United States (81.43 %)

China (8.13 %)

France (2.82 %)

Management fee

0.97 %

N/A


Key Summary

INIF

MOGL

Issuer

Intelligent Investor

N/A

Tracking index

N/A

Asset class

ETF

Stock

Management fee

0.97 %

N/A

Price

$2.83

$5.18

Size

$77.824 million

N/A

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

6.27 %

4.59 %

Market

ASX

ASX

First listed date

19/06/2018

20/12/2017

Purchase fee

$6.50

$6.50


Community Stats

INIF

MOGL

Popularity

Low

Low

Pearlers invested

10

4

Median incremental investment

$993.72

$295.25

Median investment frequency

Monthly

Fortnightly

Median total investment

$7,925.42

$12,968.13

Average age group

26 - 35

> 35


Pros and Cons

INIF

MOGL

Pros

  • Exposure to more markets and sectors

  • Higher dividend/distribution yield

  • Higher price growth

Cons

  • Lower price growth

  • Exposure to 1 market and 1 sector only

  • Lower dividend/distribution yield

INIF

MOGL

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Lower price growth

Higher price growth

Higher dividend/distribution yield

Lower dividend/distribution yield

Home