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Compare UMAX vs. FRAR
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 UMAX and FRAR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
UMAX | FRAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 54 | 1 |
Median incremental investment | $1,000.00 | $1,018.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $5,835.20 | $308,441.12 |
Average age group | > 35 | > 35 |
Key Summary
UMAX | FRAR | |
|---|---|---|
Strategy | UMAX.AX was created on 2014-09-17 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. UMAX.AX aims to generate attractive quarterly income and reduce the volatility of portfolio returns by implementing an equity income investment strategy over a portfolio of stocks comprising the S&P 500 Index. UMAX.AX does not aim to track an index. | FRAR.AX was created on 2024-04-15 by Franklin. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. The investment objective of the Fund is to provide investors with access to an actively managed portfolio of fixed income strategies with an aim to deliver returns in excess of the Bloomberg AusBond Bank Bill Index, after fees and expenses (but before taxes), over the short to medium term. |
Top 3 holdings | Betashares S&P 500 Yield Maximiser Complex ETF (100 %) | Franklin Aus Absolute Return Bnd Fund - Active ETF (100 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | |
Top 3 countries | United States (99.47 %) Switzerland (0.25 %) China (0.11 %) | |
Management fee | 0.79 % | 0.5 % |
Key Summary
UMAX | FRAR | |
|---|---|---|
Issuer | BetaShares | Franklin |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 0.79 % | 0.5 % |
Price | $26.09 | $1.035 |
Size | $312.274 million | N/A |
10Y return | 56.51 % | N/A |
Annual dividend yield (5Y) | 5.47 % | 1.40 % |
Market | ASX | ASX |
First listed date | 19/09/2014 | 14/04/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
UMAX | FRAR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 54 | 1 |
Median incremental investment | $1,000.00 | $1,018.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $5,835.20 | $308,441.12 |
Average age group | > 35 | > 35 |
Pros and Cons
UMAX | FRAR | |
|---|---|---|
Pros |
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Cons |
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UMAX | FRAR |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |