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Compare PGA1 vs. INES
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 PGA1 and INES. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
PGA1 | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 26 | 20 |
Median incremental investment | $3,967.50 | $605.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $7,756.56 | $4,898.58 |
Average age group | > 35 | > 35 |
Key Summary
PGA1 | INES | |
|---|---|---|
Strategy | PGA1.AX was created on 2024-11-25 by Plato. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the Benchmark over a rolling 5-year basis | INES.AX was created on 2019-06-11 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. To invest in a portfolio of ethically and socially responsible undervalued stocks to achieve medium to long-term capital growth. |
Top 3 holdings | Plato Global Alpha Fund Complex ETF (100 %) | Fairfax Financial Holdings Ltd Shs Subord.Vtg (7.28 %) Visa Inc Class A (6.17 %) MA Financial Group Ltd (5.38 %) |
Top 3 industries | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) | |
Top 3 countries | ||
Management fee | 0 % | 0.97 % |
Key Summary
PGA1 | INES | |
|---|---|---|
Issuer | Plato | Intelligent Investor |
Tracking index | MSCI World Index | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.97 % |
Price | $13.68 | $3.79 |
Size | N/A | $78.883 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 0.01 % | 3.41 % |
Market | ASX | ASX |
First listed date | 24/11/2024 | 12/06/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
PGA1 | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 26 | 20 |
Median incremental investment | $3,967.50 | $605.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $7,756.56 | $4,898.58 |
Average age group | > 35 | > 35 |
Pros and Cons
PGA1 | INES | |
|---|---|---|
Pros |
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Cons |
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PGA1 | INES |
|---|---|
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |