Compare AU
Compare LSGE vs. INIF
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 LSGE and INIF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
LSGE | INIF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 10 |
Median incremental investment | $290.50 | $993.72 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $0 | $7,673.37 |
Average age group | N/A | 26 - 35 |
Key Summary
LSGE | INIF | |
|---|---|---|
Strategy | LSGE.AX was created on 2021-10-01 by Loomis Sayles. The fund's investment portfolio concentrates primarily on total market equity. To provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the Funds benchmark over a full market cycle. | 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. |
Top 3 holdings | Meta Platforms Inc Class A (6.99 %) MercadoLibre Inc (6.15 %) Amazon.com Inc (5.91 %) | Intelligent Investor Aus Eq Inc Fund - Active ETF (100 %) |
Top 3 industries | Consumer Discretionary (34.30 %) Information Technology (34.25 %) Communication Services (31.45 %) | |
Top 3 countries | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) | |
Management fee | 0.99 % | 0.97 % |
Key Summary
LSGE | INIF | |
|---|---|---|
Issuer | Loomis Sayles | Intelligent Investor |
Tracking index | MSCI ACWI Index - AUD - Benchmark TR Net | |
Asset class | ETF | ETF |
Management fee | 0.99 % | 0.97 % |
Price | $3.67 | $2.74 |
Size | $54.362 million | $75.888 million |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 0.71 % | 6.27 % |
Market | ASX | ASX |
First listed date | 30/09/2021 | 19/06/2018 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LSGE | INIF | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 10 |
Median incremental investment | $290.50 | $993.72 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $0 | $7,673.37 |
Average age group | N/A | 26 - 35 |
Pros and Cons
LSGE | INIF | |
|---|---|---|
Pros |
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Cons |
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LSGE | INIF |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |