Compare AU
Compare FCAP vs. MVA
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are FCAP and MVA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
FCAP | MVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 82 |
Median incremental investment | $695.00 | $600.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,508.22 | $2,259.65 |
Average age group | 26 - 35 | > 35 |
Key Summary
FCAP | MVA | |
|---|---|---|
Strategy | FCAP.AX was created on 2024-05-28 by Fidelity. The fund's investment portfolio concentrates primarily on extended market equity. To achieve returns in excess of the benchmark (MSCIWorld Mid Cap Index NR) over the medium to long term. | MVA.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on real estate equity. The VanEck Australian Property ETF invests in a diversified portfolio of ASX-listed securities with the aim of providing investment returns that closely track the returns of the MVIS Australia A-REITs Index. |
Top 3 holdings | Fidelity Global Future Leaders Active ETF (100 %) | Goodman Group (11.38 %) Scentre Group (10.37 %) Stockland Corp Ltd (10.17 %) |
Top 3 industries | Real Estate (100.00 %) | |
Top 3 countries | Australia (100.00 %) | |
Management fee | 1.1 % | 0.35 % |
Key Summary
FCAP | MVA | |
|---|---|---|
Issuer | Fidelity | VanEck |
Tracking index | MVIS Australia A-REITs Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.1 % | 0.35 % |
Price | $11.98 | $22.68 |
Size | $2.861 million | $613.352 million |
10Y return | N/A | 31.78 % |
Annual dividend/ distribution yield (5Y) | - % | 4.91 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 16/10/2013 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FCAP | MVA | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 7 | 82 |
Median incremental investment | $695.00 | $600.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $1,508.22 | $2,259.65 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
FCAP | MVA | |
|---|---|---|
Pros |
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Cons |
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FCAP | MVA |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |