Compare AU
Compare LSGE vs. MFOA
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 LSGE and MFOA. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
LSGE | MFOA | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $290.50 | $693.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $0 | $1,374.66 |
Average age group | N/A | 26 - 35 |
Key Summary
LSGE | MFOA | |
---|---|---|
Strategy | LSGE.AX was created on 2021-10-01 by Loomis Sayles. The fund's investment portfolio concentrates primarily on total market equity. To provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the Funds benchmark over a full market cycle. | N/A |
Top 3 holdings | Meta Platforms Inc Class A (7.32 %) MercadoLibre Inc (6.69 %) Amazon.com Inc (5.61 %) | Milford Australian Absolute Growth (Hedge Fund) (100 %) |
Top 3 industries | Consumer Discretionary (33.65 %) Communication Services (33.28 %) Information Technology (26.44 %) | |
Top 3 countries | United States (78.27 %) Sweden (3.72 %) United Kingdom of Great Britain and Northern Ireland (3.62 %) | |
Management fee | 0.99 % | 0 % |
Key Summary
LSGE | MFOA | |
---|---|---|
Issuer | Loomis Sayles | |
Tracking index | MSCI ACWI Index - AUD - Benchmark TR Net | |
Asset class | ETF | Stock |
Management fee | 0.99 % | 0 % |
Price | $3.70 | $10.73 |
Size | $54.142 million | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 0.71 % | 0.97 % |
Market | ASX | ASX |
First listed date | 30/09/2021 | 15/01/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
LSGE | MFOA | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $290.50 | $693.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $0 | $1,374.66 |
Average age group | N/A | 26 - 35 |
Pros and Cons
LSGE | MFOA | |
---|---|---|
Pros |
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Cons |
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LSGE | MFOA |
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Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Lower dividend/distribution yield | Higher dividend/distribution yield |