Compare AU

Compare LSGE vs. MFOA

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

Loomis Sayles Global Equity Fund - Active ETF

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 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

  • Exposure to more markets and sectors

  • Higher dividend/distribution yield

Cons

  • Lower dividend/distribution yield

  • Exposure to 1 market and 1 sector only

LSGE

MFOA

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Lower dividend/distribution yield

Higher dividend/distribution yield

Home