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Compare HJZP vs. MTUM

Compare shares and ETFs on the ASX that you can trade on Pearler.

Hejaz Property Fund (Managed Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares and ETFs are a popular choice. Two options in the ASX are HJZP and MTUM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

HJZP

MTUM

Popularity

Low

Low

Pearlers invested

6

2

Median incremental investment

$719.64

$512.00

Median investment frequency

Monthly

Quarterly

Median total investment

$1,522.83

$542.49

Average age group

26 - 35

26 - 35


Key Summary

HJZP

MTUM

Strategy

HJZP.AX was created on 2022-10-17 by M&G . The fund's investment portfolio concentrates primarily on real estate equity. The Funds investment approach is to research, screen, and then select quality investments, across Australian and international Real Estate Investment Trusts (REITS).

N/A

Top 3 holdings

Digital Realty Trust Inc (19.34 %)

American Homes 4 Rent Class A (9.39 %)

Dexus Industria REIT (8.28 %)

BetaShares Australian Momentum ETF (100 %)

Top 3 industries

Real Estate (100.00 %)

Other (16.15 %)

Top 3 countries

United States (61.96 %)

Australia (23.42 %)

Mexico (8.16 %)

Management fee

1.5 %

0 %


Key Summary

HJZP

MTUM

Issuer

M&G

Tracking index

MSCI World REITs Index - AUD - Australian Dollar - Benchmark TR Net

Asset class

ETF

Stock

Management fee

1.5 %

0 %

Price

$0.865

$27.82

Size

N/A

N/A

10Y return

N/A

N/A

Annual distribution/โ€Šdividend yield (5Y)

0.16 %

- %

Market

ASX

ASX

First listed date

16/10/2022

23/07/2024

Purchase fee

$6.50

$6.50


Community Stats

HJZP

MTUM

Popularity

Low

Low

Pearlers invested

6

2

Median incremental investment

$719.64

$512.00

Median investment frequency

Monthly

Quarterly

Median total investment

$1,522.83

$542.49

Average age group

26 - 35

26 - 35


Pros and Cons

HJZP

MTUM

Pros

  • Exposure to more markets and sectors

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower dividend/distribution yield

HJZP

MTUM

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Higher dividend/distribution yield

Lower dividend/distribution yield

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