Compare AU
Compare PGTX vs. SWTZ
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 SWTZ. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
--- | SWTZ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 5 |
Median incremental investment | - | $828.50 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $1,982.50 |
Average age group | N/A | > 35 |
Key Summary
--- | SWTZ | |
|---|---|---|
Strategy | N/A | SWTZ.AX was created on 2017-02-23 by AGP. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with an income return that exceeds the S&P/ASX 100 Accumulation Index (Index) (after fees) over rolling 12-month periods, while also maintaining a lower level of volatility relative to the Index over rolling 12-month periods. |
Top 3 holdings | Switzer Dividend Growth Fund (Managed Fund) (100 %) | |
Top 3 industries | ||
Top 3 countries | ||
Management fee | N/A | 0.89 % |
Key Summary
--- | SWTZ | |
|---|---|---|
Issuer | N/A | AGP |
Tracking index | N/A | |
Asset class | Stock | ETF |
Management fee | N/A | 0.89 % |
Price | $-- | $2.50 |
Size | N/A | $58.771 million |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | - % | 7.16 % |
Market | ASX | ASX |
First listed date | N/A | 24/02/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
--- | SWTZ | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 5 |
Median incremental investment | - | $828.50 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $1,982.50 |
Average age group | N/A | > 35 |
Pros and Cons
--- | SWTZ | |
|---|---|---|
Pros |
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Cons |
|
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--- | SWTZ |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Higher price growth | Lower price growth |
Lower dividend/distribution yield | Higher dividend/distribution yield |