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Compare MGOC vs. DGGF

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

Magellan Global Fund (Open Class) (Managed Fund)

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 MGOC and DGGF. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

MGOC

DGGF

Popularity

Low

Low

Pearlers invested

39

25

Median incremental investment

$807.15

$990.50

Median investment frequency

Monthly

Monthly

Median total investment

$3,264.00

$2,643.30

Average age group

> 35

> 35


Key Summary

MGOC

DGGF

Strategy

MGOC.AX was created on 2007-07-01 by Magellan. The fund's investment portfolio concentrates primarily on total market equity. The investment objectives of the Fund are to achieve attractive risk-adjusted returns over the medium to long-term while reducing the risk of permanent capital loss. The Fund aims to deliver 9% p.a. net of fees over the economic cycle.

DGGF.AX was created on 2019-12-05 by BetaShares. The fund's investment portfolio concentrates primarily on target risk asset allocation. The Fund will aim to: provide investors with a broadly diversified portfolio consistent with a growth risk-return profile, comprising investments selected according to ethical investment considerations

Top 3 holdings

Magellan Global Fund (Open Class) (Managed Fund) (100 %)

BETASHARES SUSTAINABILITY LEAD (30.71 %)

BETASHARES GLOBAL SUSTAINABILI (30.15 %)

BETASHARES AUSTRALIAN SUSTAINA (25.95 %)

Top 3 industries

Other (99.70 %)

Communication Services (0.30 %)

Top 3 countries

Management fee

1.35 %

0.26 %


Key Summary

MGOC

DGGF

Issuer

Magellan

BetaShares

Tracking index

Asset class

ETF

ETF

Management fee

1.35 %

0.26 %

Price

$3.40

$29.20

Size

N/A

$49.953 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

2.74 %

4.05 %

Market

ASX

ASX

First listed date

29/11/2020

09/12/2019

Purchase fee

$6.50

$6.50


Community Stats

MGOC

DGGF

Popularity

Low

Low

Pearlers invested

39

25

Median incremental investment

$807.15

$990.50

Median investment frequency

Monthly

Monthly

Median total investment

$3,264.00

$2,643.30

Average age group

> 35

> 35


Pros and Cons

MGOC

DGGF

Pros

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

MGOC

DGGF

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Lower distribution yield

Higher distribution yield

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