Compare AU

Compare PMGOLD vs. IBAL

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 IBAL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

PMGOLD

IBAL

Popularity

Low

Low

Pearlers invested

463

1

Median incremental investment

$879.22

$993.50

Median investment frequency

Monthly

Weekly

Median total investment

$1,968.36

$978.78

Average age group

> 35

> 35


Key Summary

PMGOLD

IBAL

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.

IBAL.AX was created on 2022-08-15 by iShares. The fund's investment portfolio concentrates primarily on target outcome asset allocation. The Fund aims to provide investors with the performance of the various indices of the Underlying Funds in which the Fund invests, in proportion to a Balanced long term Strategic Asset Allocation .

Top 3 holdings

Gold (100 %)

iShares Core MSCI Wld Ex Aus ESG ETF (21.32 %)

iShares Core MSCI Australia ESG ETF (19.35 %)

iShares Treasury ETF (19.09 %)

Top 3 industries

Other (99.97 %)

Communication Services (0.03 %)

Top 3 countries

United States (47.38 %)

Australia (36.02 %)

Japan (3.94 %)

Management fee

0.15 %

0.22 %


Key Summary

PMGOLD

IBAL

Issuer

Perth Mint

iShares

Tracking index

LBMA Gold Price AM - AUD - Benchmark Price Return

Asset class

ETF

ETF

Management fee

0.15 %

0.22 %

Price

$41.88

$29.66

Size

N/A

$12.878 million

10Y return

187.24 %

N/A

Annual dividend/β€Šdistribution yield (5Y)

- %

1.30 %

Market

ASX

ASX

First listed date

29/12/2010

16/08/2022

Purchase fee

$6.50

$6.50


Community Stats

PMGOLD

IBAL

Popularity

Low

Low

Pearlers invested

463

1

Median incremental investment

$879.22

$993.50

Median investment frequency

Monthly

Weekly

Median total investment

$1,968.36

$978.78

Average age group

> 35

> 35


Pros and Cons

PMGOLD

IBAL

Pros

  • Lower management fee

  • Higher price growth

  • Higher exposure to AU market

  • Higher exposure to US market

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Lower distribution yield

  • Higher management fee

  • Lower price growth

PMGOLD

IBAL

Lower exposure to AU market

Higher exposure to AU market

Lower exposure to US market

Higher exposure to US market

Lower management fee

Higher management fee

Higher price growth

Lower price growth

Lower distribution yield

Higher distribution yield

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