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Compare DGSM vs. R3AL
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 Clearbridge Real Income Fund - Active ETF (R3AL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | R3AL | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 17 | 0 |
Median incremental investment | $2,214.42 | $0 |
Median investment frequency | Fortnightly | N/A |
Median total investment | $11,831.52 | $0 |
Average age group | > 35 | N/A |
Key Summary
DGSM | R3AL | |
|---|---|---|
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). | R3AL.AX was created on 2010-11-17 by Martin Currie. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide a pre-tax income yield above the S&P/ASX 200 Index yield and to grow this income above the rate of Inflation. |
Top 3 holdings | Ciena Corp (0.37 %) Flex Ltd (0.31 %) Tapestry Inc (0.30 %) | Scentre Group (6.93 %) APA Group (5.82 %) Aurizon Holdings Ltd (5.66 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | Real Estate (61.04 %) Industrials (20.02 %) Utilities (10.96 %) |
Top 3 countries | United States (69.25 %) Japan (7.39 %) United Kingdom of Great Britain and Northern Ireland (4.04 %) | Australia (70.99 %) New Zealand (10.25 %) United States (7.21 %) |
Management fee | 0.647 % | 0 % |
Key Summary
DGSM | R3AL | |
|---|---|---|
Issuer | Dimensional | Martin Currie |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 0.647 % | 0 % |
Price | $37.70 | $1.595 |
Size | N/A | $474.826 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 1.74 % | 4.17 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 27/01/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | R3AL | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 17 | 0 |
Median incremental investment | $2,214.42 | $0 |
Median investment frequency | Fortnightly | N/A |
Median total investment | $11,831.52 | $0 |
Average age group | > 35 | N/A |
Pros and Cons
DGSM | R3AL | |
|---|---|---|
Pros |
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Cons |
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DGSM | R3AL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |