Compare AU
Compare INIF vs. MVS
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 MVS. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
INIF | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 9 |
Median incremental investment | $993.72 | $830.57 |
Median investment frequency | Monthly | Monthly |
Median total investment | $7,925.42 | $908.04 |
Average age group | 26 - 35 | > 35 |
Key Summary
INIF | MVS | |
|---|---|---|
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. | MVS.AX was created on 2015-05-26 by VanEck. The fund's investment portfolio concentrates primarily on small cap equity. The Fund gives investors exposure to a portfolio that only includes the most liquid small-cap ASX-listed companies that generate revenues in Australia and did not omit their latest dividend payment. |
Top 3 holdings | Intelligent Investor Aus Equity Income Fund (Managed Fund) (100 %) | Zip Co Ltd (2.44 %) Pinnacle Investment Management Group Ltd (2.29 %) HUB24 Ltd (2.13 %) |
Top 3 industries | Financials (51.84 %) Materials (19.28 %) Industrials (9.86 %) | |
Top 3 countries | Australia (99.99 %) | |
Management fee | 0.97 % | 0.49 % |
Key Summary
INIF | MVS | |
|---|---|---|
Issuer | Intelligent Investor | VanEck |
Tracking index | MVIS Australia Small-Cap Dividend Payers Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.97 % | 0.49 % |
Price | $2.80 | $19.68 |
Size | $77.824 million | $86.589 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 6.27 % | 4.91 % |
Market | ASX | ASX |
First listed date | 19/06/2018 | 28/05/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
INIF | MVS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 10 | 9 |
Median incremental investment | $993.72 | $830.57 |
Median investment frequency | Monthly | Monthly |
Median total investment | $7,925.42 | $908.04 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
INIF | MVS | |
|---|---|---|
Pros |
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Cons |
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INIF | MVS |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |