Compare AU

Compare DGSM vs. MCCL

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

Dimensional Global Small Company - Active ETF

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares are a popular choice. Two options in the ASX are DGSM and MCCL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

DGSM

MCCL

Popularity

Low

Low

Pearlers invested

4

13

Median incremental investment

$12,947.16

$622.32

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,232.84

$1,263.80

Average age group

> 35

> 35


Key Summary

DGSM

MCCL

Strategy

DGSM.AX was created on 2000-08-21 by Dimensional. The fund's investment portfolio concentrates primarily on small cap equity. The investment objective of the Fund is to provide long-term capital growth by gaining exposure to a diversified portfolio of small companies associated with approved developed markets (excluding Australia).

MCCL.AX was created on 2022-01-20 by Munro. The fund's investment portfolio concentrates primarily on theme equity. The Fund is to maximise long term capital appreciation, by investing primarily in a concentrated long-only portfolio of companies focused on decarbonisation and climate change located anywhere in the world. The Fund aims to achieve a return greater than the MSCI All Country World (Net) Index in $A (Net) over a 5 to 7 year period

Top 3 holdings

Dimensional Global Small Company - Active ETF (100 %)

Munro Climate Change Leaders Fund Active ETF (100 %)

Top 3 industries

Top 3 countries

Management fee

0.647 %

0.9 %


Key Summary

DGSM

MCCL

Issuer

Dimensional

Munro

Tracking index

Asset class

ETF

ETF

Management fee

0.647 %

0.9 %

Price

$35.91

$17.80

Size

N/A

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

0.08 %

0.06 %

Market

ASX

ASX

First listed date

18/08/2024

19/01/2022

Purchase fee

$6.50

$6.50


Community Stats

DGSM

MCCL

Popularity

Low

Low

Pearlers invested

4

13

Median incremental investment

$12,947.16

$622.32

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,232.84

$1,263.80

Average age group

> 35

> 35


Pros and Cons

DGSM

MCCL

Pros

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

DGSM

MCCL

Lower management fee

Higher management fee

Higher distribution yield

Lower distribution yield

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