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Compare FIIN 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 Fidelity India Active ETF (FIIN) 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
FIIN | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 3 |
Median incremental investment | $723.50 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $984.57 | $10,375.14 |
Average age group | 26 - 35 | > 35 |
Key Summary
FIIN | MOGL | |
|---|---|---|
Strategy | FIIN.AX was created on 2024-05-28 by Fidelity. The fund's investment portfolio concentrates primarily on total market equity. To achieve returns in excess of the MSCI India Index NR over the medium to long term | MOGL.AX was created on 2017-12-19 by Montgomery. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with long term capital growth as well as income distributions of at least 4.5% per annum through a portfolio of quality global shares and to outperform the MSCI World Net Total Return Index (Index), in Australian Dollars over a rolling 5-year period, net of fees. Returns are not guaranteed. |
Top 3 holdings | ICICI Bank Ltd (9.19 %) HDFC Bank Ltd (6.64 %) Fortis Healthcare Ltd (4.30 %) | Microsoft Corp (11.24 %) Amazon.com Inc (11.07 %) KKR & Co Inc Ordinary Shares (8.66 %) |
Top 3 industries | Financials (46.37 %) Information Technology (18.10 %) Other (13.66 %) | 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 | 1.2 % | 1.32 % |
Key Summary
FIIN | MOGL | |
|---|---|---|
Issuer | Fidelity | Montgomery |
Tracking index | MSCI World Index | |
Asset class | ETF | ETF |
Management fee | 1.2 % | 1.32 % |
Price | $8.92 | $4.79 |
Size | $6.824 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 8.42 % | 4.67 % |
Market | ASX | ASX |
First listed date | 30/05/2024 | 20/12/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
FIIN | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 9 | 3 |
Median incremental investment | $723.50 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $984.57 | $10,375.14 |
Average age group | 26 - 35 | > 35 |
Pros and Cons
FIIN | MOGL | |
|---|---|---|
Pros |
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Cons |
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FIIN | MOGL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |