Compare AU

Compare PMGOLD vs. BEAR

Compare shares and ETFs on the ASX that you can trade on Pearler.

Gold

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are PMGOLD and BEAR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

PMGOLD

BEAR

Popularity

Low

Low

Pearlers invested

448

3

Median incremental investment

$843.50

$1,175.25

Median investment frequency

Monthly

Monthly

Median total investment

$2,010.72

$2,255.52

Average age group

> 35

26 - 35


Key Summary

PMGOLD

BEAR

Strategy

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.

BEAR.AX was created on 2012-07-06 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. BEAR.AX seeks to generate returns that are negatively correlated to the returns of the Australian sharemarket. The Fund expects to generate a positive return when the S&P/ASX Accumulation 200 Index falls (and a negative return when the index rises).

Top 3 holdings

Gold (100 %)

SPI 200 FUTURES SEP24 (0 %)

AUD - AUSTRALIA DOLLAR (47.09 %)

BETASHARES AUS HIGH INTEREST ETF (29.63 %)

Top 3 industries

Other (79.79 %)

Communication Services (20.21 %)

Top 3 countries

Management fee

0.15 %

1.38 %


Key Summary

PMGOLD

BEAR

Issuer

Perth Mint

BetaShares

Tracking index

LBMA Gold Price AM - AUD - Benchmark Price Return

Asset class

ETF

ETF

Management fee

0.15 %

1.38 %

Price

$42.44

$7.62

Size

N/A

$42.599 million

10Y return

187.73 %

-58.86 %

Annual dividend/ distribution yield (5Y)

- %

0.28 %

Market

ASX

ASX

First listed date

29/12/2010

09/07/2012

Purchase fee

$6.50

$6.50


Community Stats

PMGOLD

BEAR

Popularity

Low

Low

Pearlers invested

448

3

Median incremental investment

$843.50

$1,175.25

Median investment frequency

Monthly

Monthly

Median total investment

$2,010.72

$2,255.52

Average age group

> 35

26 - 35


Pros and Cons

PMGOLD

BEAR

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower distribution yield

  • Higher management fee

  • Lower price growth

PMGOLD

BEAR

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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