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Compare DGSM 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 Dimensional Global Small Company - Active ETF (DGSM) 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
DGSM | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 3 |
Median incremental investment | $2,399.80 | $295.25 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $12,409.95 | $10,325.25 |
Average age group | > 35 | > 35 |
Key Summary
DGSM | MOGL | |
|---|---|---|
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). | N/A |
Top 3 holdings | Babcock International Group PLC (0.32 %) Flex Ltd (0.31 %) Tapestry Inc (0.28 %) | Microsoft Corp (11.24 %) Amazon.com Inc (11.07 %) KKR & Co Inc Ordinary Shares (8.66 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | 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 | 0.647 % | N/A |
Key Summary
DGSM | MOGL | |
|---|---|---|
Issuer | Dimensional | N/A |
Tracking index | N/A | |
Asset class | ETF | Stock |
Management fee | 0.647 % | N/A |
Price | $37.02 | $4.88 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 0.95 % | 4.61 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 20/12/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 12 | 3 |
Median incremental investment | $2,399.80 | $295.25 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $12,409.95 | $10,325.25 |
Average age group | > 35 | > 35 |
Pros and Cons
DGSM | MOGL | |
|---|---|---|
Pros |
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Cons |
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DGSM | MOGL |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Lower price growth | Higher price growth |
Lower dividend/distribution yield | Higher dividend/distribution yield |