Compare AU
Compare MGOC vs. DGSM
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 are a popular choice. Two options in the ASX are MGOC and DGSM. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MGOC | DGSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 4 |
Median incremental investment | $807.15 | $12,947.16 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,292.80 | $12,794.32 |
Average age group | > 35 | > 35 |
Key Summary
MGOC | DGSM | |
|---|---|---|
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. | DGSM.AX was created on 2000-08-21 by Dimensional. The fund's investment portfolio concentrates primarily on small cap equity. The investment objective of the Fund is to provide long-term capital growth by gaining exposure to a diversified portfolio of small companies associated with approved developed markets (excluding Australia). |
Top 3 holdings | Magellan Global Fund (Open Class) (Managed Fund) (100 %) | Dimensional Global Small Company - Active ETF (100 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 1.35 % | 0.647 % |
Key Summary
MGOC | DGSM | |
|---|---|---|
Issuer | Magellan | Dimensional |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.35 % | 0.647 % |
Price | $3.43 | $34.72 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | 2.74 % | - % |
Market | ASX | ASX |
First listed date | 29/11/2020 | 18/08/2024 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MGOC | DGSM | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 4 |
Median incremental investment | $807.15 | $12,947.16 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,292.80 | $12,794.32 |
Average age group | > 35 | > 35 |
Pros and Cons
MGOC | DGSM | |
|---|---|---|
Pros |
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Cons |
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MGOC | DGSM |
|---|---|
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |