Compare AU
Compare INIF vs. MVB
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 MVB. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INIF | MVB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 101 |
Median incremental investment | $993.72 | $710.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $7,841.40 | $1,823.60 |
Average age group | 26 - 35 | > 35 |
Key Summary
INIF | MVB | |
|---|---|---|
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. | MVB.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on financials equity. MVB.AX gives investors exposure to a diversified portfolio of ASX-listed securities with the aim to provide investment returns before fees and other costs which track the performance of the Index. |
Top 3 holdings | Intelligent Investor Aus Equity Income Fund (Managed Fund) (100 %) | Commonwealth Bank of Australia (21.40 %) Westpac Banking Corp (19.94 %) National Australia Bank Ltd (19.54 %) |
Top 3 industries | Financials (99.87 %) Other (0.13 %) | |
Top 3 countries | Australia (100.00 %) | |
Management fee | 0.97 % | 0.28 % |
Key Summary
INIF | MVB | |
|---|---|---|
Issuer | Intelligent Investor | VanEck |
Tracking index | MVIS Australia Banks Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.28 % |
Price | $2.80 | $38.80 |
Size | $77.824 million | $232.561 million |
10Y return | N/A | 53.42 % |
Annual dividend/ distribution yield (5Y) | 6.27 % | 6.55 % |
Market | ASX | ASX |
First listed date | 19/06/2018 | 16/10/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INIF | MVB | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 101 |
Median incremental investment | $993.72 | $710.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $7,841.40 | $1,823.60 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
INIF | MVB | |
|---|---|---|
Pros |
| |
Cons |
|
INIF | MVB |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |