Compare AU

Compare RINC vs. MSTR

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

BetaShares Mrtn Currie Rl Inc Fund (Managed Fund)

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

Community Stats

RINC

MSTR

Popularity

Low

Low

Pearlers invested

1

1

Median incremental investment

$1,094.28

$505.50

Median investment frequency

Monthly

Weekly

Median total investment

$171.19

$2,217.60

Average age group

26 - 35

> 35


Key Summary

RINC

MSTR

Strategy

RINC.AX was created on 2018-02-13 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 54.53m in AUM and 41 holdings. The Fund aims to provide a pre-tax income yield above the S&P/ASX 200 Index and to grow this income above the rate of inflation.

MSTR.AX was created on 2013-07-01 by Morningstar. The fund's investment portfolio concentrates primarily on total market equity. To achieve meaningful capital growth over the medium-to-long term, while minimising the risk of permanent capital loss, by providing exposure to listed international shares

Top 3 holdings

BetaShares Mrtn Currie Rl Inc Fund (Managed Fund) (100 %)

Chunghwa Telecom Co Ltd (2.95 %)

Illinois Tool Works Inc (2.39 %)

Visa Inc Class A (1.83 %)

Top 3 industries

Industrials (30.43 %)

Communication Services (23.51 %)

Information Technology (21.36 %)

Top 3 countries

Australia (67.74 %)

New Zealand (11.82 %)

United States (6.44 %)

United States (57.24 %)

Japan (10.25 %)

Taiwan (5.63 %)

Management fee

0.85 %

0.39 %


Key Summary

RINC

MSTR

Issuer

BetaShares

Morningstar

Tracking index

S&P ASX 200

Asset class

ETF

ETF

Management fee

0.85 %

0.39 %

Price

$9.01

$9.90

Size

$54.769 million

N/A

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

4.14 %

7.65 %

Market

ASX

ASX

First listed date

19/02/2018

12/11/2019

Purchase fee

$6.50

$6.50


Community Stats

RINC

MSTR

Popularity

Low

Low

Pearlers invested

1

1

Median incremental investment

$1,094.28

$505.50

Median investment frequency

Monthly

Weekly

Median total investment

$171.19

$2,217.60

Average age group

26 - 35

> 35


Pros and Cons

RINC

MSTR

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

RINC

MSTR

Higher exposure to AU market

Lower exposure to AU market

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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