Compare AU
Compare JPHQ vs. PMGOLD
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 JPHQ and PMGOLD. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
JPHQ | PMGOLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 449 |
Median incremental investment | $1,000.00 | $843.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,383.84 | $2,020.32 |
Average age group | 26 - 35 | > 35 |
Key Summary
JPHQ | PMGOLD | |
|---|---|---|
Strategy | JPHQ.AX was created on 2023-05-25 by JPMorgan. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to seek current income while maintaining prospects for capital appreciation. | PMGOLD.AX was created on 2003-05-09 by Perth Mint. The fund's investment portfolio concentrates primarily on gold commodities. PMGOLD.AX is designed to track the international price of gold in Australian dollars and offers investors a simple, low cost way to access the returns on gold. |
Top 3 holdings | JPMorgan Nasdaq Equity Premium Inc ETF (99.85 %) | Gold (100 %) |
Top 3 industries | ||
Top 3 countries | United States (97.22 %) Netherlands (1.57 %) Brazil (0.79 %) | |
Management fee | 0.4 % | 0.15 % |
Key Summary
JPHQ | PMGOLD | |
|---|---|---|
Issuer | JPMorgan | Perth Mint |
Tracking index | LBMA Gold Price AM - AUD - Benchmark Price Return | |
Asset class | ETF | ETF |
Management fee | 0.4 % | 0.15 % |
Price | $61.18 | $42.09 |
Size | N/A | N/A |
10Y return | N/A | 183.43 % |
Annual distribution/ dividend yield (5Y) | 2.40 % | - % |
Market | ASX | ASX |
First listed date | 24/05/2023 | 29/12/2010 |
Purchase fee | $6.50 | $6.50 |
Community Stats
JPHQ | PMGOLD | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 449 |
Median incremental investment | $1,000.00 | $843.50 |
Median investment frequency | Quarterly | Monthly |
Median total investment | $5,383.84 | $2,020.32 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
JPHQ | PMGOLD | |
|---|---|---|
Pros |
|
|
Cons |
|
|
JPHQ | PMGOLD |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |