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Compare MGOC vs. GLOB

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

Community Stats

MGOC

GLOB

Popularity

Low

Low

Pearlers invested

39

5

Median incremental investment

$807.15

$992.24

Median investment frequency

Monthly

Monthly

Median total investment

$3,292.80

$4,477.78

Average age group

> 35

26 - 35


Key Summary

MGOC

GLOB

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.

GLOB.AX was created on 2022-06-06 by Barrow Hanley. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to provide investors with long-term capital growth through investment in quality global shares and to outperform the MSCI World Net Total Return Index (AUD) (before fees and taxes) over rolling three-year periods.

Top 3 holdings

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

Bank of Nova Scotia (3.31 %)

Comcast Corp Class A (2.93 %)

Merck & Co Inc (2.90 %)

Top 3 industries

Health Care (20.54 %)

Utilities (18.33 %)

Materials (17.25 %)

Top 3 countries

United States (51.22 %)

France (7.50 %)

Canada (7.35 %)

Management fee

1.35 %

0.99 %


Key Summary

MGOC

GLOB

Issuer

Magellan

Barrow Hanley

Tracking index

MSCI World Index

Asset class

ETF

ETF

Management fee

1.35 %

0.99 %

Price

$3.43

$4.81

Size

N/A

N/A

10Y return

N/A

N/A

Annual dividend/β€Šdistribution yield (5Y)

2.74 %

3.54 %

Market

ASX

ASX

First listed date

29/11/2020

05/06/2022

Purchase fee

$6.50

$6.50


Community Stats

MGOC

GLOB

Popularity

Low

Low

Pearlers invested

39

5

Median incremental investment

$807.15

$992.24

Median investment frequency

Monthly

Monthly

Median total investment

$3,292.80

$4,477.78

Average age group

> 35

26 - 35


Pros and Cons

MGOC

GLOB

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

MGOC

GLOB

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower distribution yield

Higher distribution yield

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