Compare AU
Compare RGB vs. KSM
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 RGB and KSM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
RGB | KSM | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $643.50 | $1,004.26 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $0 | $932.96 |
Average age group | N/A | 26 - 35 |
Key Summary
RGB | KSM | |
---|---|---|
Strategy | RGB.AX was created on 2012-03-08 by Russell. The fund's investment portfolio concentrates primarily on investment grade fixed income. To aim to provide a total return before costs and tax, in line with the DBIQ 5-10 year Australian Government Bond Index over the long term. | KSM.AX was created on 2013-12-01 by K2. The fund's investment portfolio concentrates primarily on small cap equity. The Fund aims to deliver capital growth over the Long-Term by seeking out opportunities in undervalued companies in all market cycles |
Top 3 holdings | Australia (Commonwealth of) 1.75% (10.02 %) Australia (Commonwealth of) 1.5% (10.02 %) Australia (Commonwealth of) 1% (10.02 %) | K2 Australian Small Cap Fund (Hedge Fund) (100 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 0.24 % | 1.31 % |
Key Summary
RGB | KSM | |
---|---|---|
Issuer | Russell | K2 |
Tracking index | DBIQ 5-10 year Australian Government Bond Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.24 % | 1.31 % |
Price | $18.97 | $2.38 |
Size | $233.031 million | N/A |
10Y return | -12.66 % | N/A |
Annual distribution/ dividend yield (5Y) | 2.30 % | 0.21 % |
Market | ASX | ASX |
First listed date | 13/03/2012 | 15/12/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
RGB | KSM | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $643.50 | $1,004.26 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $0 | $932.96 |
Average age group | N/A | 26 - 35 |
Pros and Cons
RGB | KSM | |
---|---|---|
Pros |
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Cons |
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RGB | KSM |
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Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |