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Compare CGUN vs. MOGL
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Claremont Global Fund Active ETF (CGUN) and the Montaka Global Fund - Active ETF (MOGL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
CGUN | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $1,896.50 | $295.25 |
Median investment frequency | Quarterly | Fortnightly |
Median total investment | $2,315.63 | $10,399.38 |
Average age group | > 35 | > 35 |
Key Summary
CGUN | MOGL | |
|---|---|---|
Strategy | The fund's investment portfolio concentrates primarily on total market equity. The Funds investment objective is to provide investors with a risk-adjusted return over a full market cycle (which is defined as a rolling 5-7 year period). The Investment Manager also aims to generate a return in excess of the Benchmark over this period | N/A |
Top 3 holdings | Amazon.com Inc (9.43 %) Microsoft Corp (9.34 %) Jack Henry & Associates Inc (8.49 %) | Amazon.com Inc (11.45 %) Microsoft Corp (10.91 %) KKR & Co Inc Ordinary Shares (9.73 %) |
Top 3 industries | Financials (32.23 %) Information Technology (29.44 %) Consumer Discretionary (11.31 %) | Information Technology (29.08 %) Financials (25.97 %) Communication Services (23.28 %) |
Top 3 countries | United States (81.43 %) China (8.13 %) France (2.82 %) | |
Management fee | 0 % | N/A |
Key Summary
CGUN | MOGL | |
|---|---|---|
Issuer | Claremont Global | N/A |
Tracking index | N/A | |
Asset class | ETF | Stock |
Management fee | 0 % | N/A |
Price | $1.625 | $4.91 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 6.02 % | 4.61 % |
Market | ASX | ASX |
First listed date | 11/02/2024 | 20/12/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
CGUN | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 3 |
Median incremental investment | $1,896.50 | $295.25 |
Median investment frequency | Quarterly | Fortnightly |
Median total investment | $2,315.63 | $10,399.38 |
Average age group | > 35 | > 35 |
Pros and Cons
CGUN | MOGL | |
|---|---|---|
Pros |
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Cons |
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CGUN | MOGL |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Lower price growth | Higher price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |