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Compare JZRO 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, shares and ETFs are a popular choice. Two options in the ASX are JZRO and MOGL. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
--- | MOGL | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 3 |
Median incremental investment | - | $295.25 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $8,490.72 |
Average age group | N/A | > 35 |
Key Summary
--- | MOGL | |
|---|---|---|
Strategy | N/A | 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 | Amazon.com Inc (10.15 %) Microsoft Corp (8.98 %) Meta Platforms Inc Class A (8.18 %) | |
Top 3 industries | Information Technology (29.08 %) Financials (25.97 %) Communication Services (23.28 %) | |
Top 3 countries | United States (88.05 %) China (6.90 %) France (3.09 %) | |
Management fee | N/A | 1.32 % |
Key Summary
--- | MOGL | |
|---|---|---|
Issuer | N/A | Montgomery |
Tracking index | N/A | MSCI World Index |
Asset class | Stock | ETF |
Management fee | N/A | 1.32 % |
Price | $-- | $3.99 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | - % | 4.68 % |
Market | ASX | ASX |
First listed date | N/A | 20/12/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
--- | MOGL | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 3 |
Median incremental investment | - | $295.25 |
Median investment frequency | N/A | Fortnightly |
Median total investment | $0 | $8,490.72 |
Average age group | N/A | > 35 |
Pros and Cons
--- | MOGL | |
|---|---|---|
Pros |
| |
Cons |
|
--- | MOGL |
|---|---|
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 |