Back
Compare AU
Compare JZRO vs. MHG
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 JZRO and MHG. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
--- | MHG | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 3 |
Median incremental investment | - | $1,494.46 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $3,916.80 |
Average age group | N/A | > 35 |
Key Summary
--- | MHG | |
|---|---|---|
Strategy | N/A | MHG.AX was created on 2015-08-04 by Magellan. The fund's investment portfolio concentrates primarily on total market equity. To achieve attractive risk-adjusted investment returns over the medium to long-term, While reducing the risk of permanent capital loss. |
Top 3 holdings | Amazon.com Inc (8.05 %) Microsoft Corp (7.46 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (5.25 %) | |
Top 3 industries | Consumer Discretionary (23.67 %) Other (20.78 %) Communication Services (17.14 %) | |
Top 3 countries | United States (73.98 %) France (5.92 %) Taiwan (5.38 %) | |
Management fee | N/A | 1.35 % |
Key Summary
--- | MHG | |
|---|---|---|
Issuer | N/A | Magellan |
Tracking index | N/A | MSCI World Index - Hedged to AUD |
Asset class | Stock | ETF |
Management fee | N/A | 1.35 % |
Price | $-- | $3.79 |
Size | N/A | N/A |
10Y return | N/A | 57.26 % |
Annual dividend/ distribution yield (5Y) | - % | 4.12 % |
Market | ASX | ASX |
First listed date | N/A | 10/08/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
--- | MHG | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 3 |
Median incremental investment | - | $1,494.46 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $3,916.80 |
Average age group | N/A | > 35 |
Pros and Cons
--- | MHG | |
|---|---|---|
Pros |
| |
Cons |
|
--- | MHG |
|---|---|
Exposure to 1 market and 1 sector only | Exposure to more markets and sectors |
Lower price growth | Higher price growth |
Lower dividend/distribution yield | Higher dividend/distribution yield |