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Compare HJZP vs. MVE

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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Hejaz Property Fund (Managed Fund) (HJZP) and the VanEck S&P/ASX Midcap ETF (MVE). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

HJZP

MVE

Popularity

Low

Low

Pearlers invested

6

35

Median incremental investment

$719.64

$669.89

Median investment frequency

Monthly

Monthly

Median total investment

$1,549.24

$3,181.36

Average age group

26 - 35

> 35


Key Summary

HJZP

MVE

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).

MVE.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on mid cap equity. The Fund is designed to capture the performance of the 50 midcap companies listed on ASX having Market Capitalisation ranking from 51 to 100.

Top 3 holdings

Digital Realty Trust Inc (19.34 %)

American Homes 4 Rent Class A (9.39 %)

Dexus Industria REIT (8.28 %)

CAR Group Ltd (5.08 %)

REA Group Ltd (4.11 %)

Pro Medicus Ltd (3.94 %)

Top 3 industries

Real Estate (100.00 %)

Other (16.15 %)

Communication Services (26.87 %)

Information Technology (17.87 %)

Materials (17.39 %)

Top 3 countries

United States (61.96 %)

Australia (23.42 %)

Mexico (8.16 %)

Management fee

1.5 %

0.45 %


Key Summary

HJZP

MVE

Issuer

M&G

VanEck

Tracking index

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

S&P/ASX Midcap 50 Index - AUD

Asset class

ETF

ETF

Management fee

1.5 %

0.45 %

Price

$0.88

$41.86

Size

N/A

$307.898 million

10Y return

N/A

93.26 %

Annual distribution yield (5Y)

0.16 %

3.49 %

Market

ASX

ASX

First listed date

16/10/2022

16/10/2013

Purchase fee

$6.50

$6.50


Community Stats

HJZP

MVE

Popularity

Low

Low

Pearlers invested

6

35

Median incremental investment

$719.64

$669.89

Median investment frequency

Monthly

Monthly

Median total investment

$1,549.24

$3,181.36

Average age group

26 - 35

> 35


Pros and Cons

HJZP

MVE

Pros

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

  • Lower exposure to AU market

  • Lower exposure to US market

HJZP

MVE

Higher exposure to AU market

Lower exposure to AU market

Higher exposure to US market

Lower exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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