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Compare DGSM vs. MFOA
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 Dimensional Global Small Company - Active ETF (DGSM) and the Milford Australian Absolute Growth Complex ETF (MFOA). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | MFOA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 1 |
Median incremental investment | $2,399.80 | $693.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $12,142.35 | $1,374.66 |
Average age group | > 35 | 26 - 35 |
Key Summary
DGSM | MFOA | |
|---|---|---|
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). | MFOA.AX was created on 2023-01-16 by Milford. The fund's investment portfolio concentrates primarily on multi-strategy alternatives. The Fund targets absolute returns with an annualised return objective of 5% above the RBA cash rate while seeking to preserve investor capital over rolling three year periods (net of fees). |
Top 3 holdings | Babcock International Group PLC (0.32 %) Flex Ltd (0.31 %) Tapestry Inc (0.28 %) | CSL Ltd (5.75 %) Santos Ltd (3.07 %) ResMed Inc CHESS Depositary Interests on a ratio of 10 CDIs per ord.sh (2.42 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | Other (70.40 %) Materials (13.15 %) Health Care (11.52 %) |
Top 3 countries | ||
Management fee | 0.647 % | 0 % |
Key Summary
DGSM | MFOA | |
|---|---|---|
Issuer | Dimensional | Milford |
Tracking index | RBA Cash Rate - AUD - Benchmark TR Gross | |
Asset class | ETF | ETF |
Management fee | 0.647 % | 0 % |
Price | $36.30 | $11.23 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.43 % | 2.28 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 15/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | MFOA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 1 |
Median incremental investment | $2,399.80 | $693.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $12,142.35 | $1,374.66 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
DGSM | MFOA | |
|---|---|---|
Pros |
| |
Cons |
|
DGSM | MFOA |
|---|---|
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |