Compare AU
Compare PGTX 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 are a popular choice. Two options in the ASX are PGTX and INES. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
--- | INES | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 21 |
Median incremental investment | - | $851.70 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $4,413.52 |
Average age group | N/A | > 35 |
Key Summary
--- | INES | |
|---|---|---|
Strategy | N/A | 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 | Intelligent Investor Ethical Share Fund (Managed Fund) (100 %) | |
Top 3 industries | ||
Top 3 countries | ||
Management fee | N/A | 0.97 % |
Key Summary
--- | INES | |
|---|---|---|
Issuer | N/A | Intelligent Investor |
Tracking index | N/A | |
Asset class | Stock | ETF |
Management fee | N/A | 0.97 % |
Price | $-- | $3.43 |
Size | N/A | $74.418 million |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | - % | 4.41 % |
Market | ASX | ASX |
First listed date | N/A | 12/06/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
--- | INES | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 21 |
Median incremental investment | - | $851.70 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $4,413.52 |
Average age group | N/A | > 35 |
Pros and Cons
--- | INES | |
|---|---|---|
Pros |
| |
Cons |
|
--- | INES |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower price growth | Higher price growth |
Lower dividend/distribution yield | Higher dividend/distribution yield |