Compare AU

Compare MGOC vs. HCRD

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

Community Stats

MGOC

HCRD

Popularity

Low

Low

Pearlers invested

39

1

Median incremental investment

$807.15

$5,036.61

Median investment frequency

Monthly

Monthly

Median total investment

$3,292.80

$627.25

Average age group

> 35

> 35


Key Summary

MGOC

HCRD

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.

HCRD.AX was created on 2022-11-14 by BetaShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. The investment objective of the Fund is to provide an investment return that aims to track the performance of the Solactive Australian Investment Grade Corporate Bond Select DH Index, before taking into account fees and expenses.

Top 3 holdings

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

CONTACT ENERGY LTD 6.398% NOV-30 (2.22 %)

VICINITY CENTRES TRUST 6.19% APR-34 (2.22 %)

REGISTRY FINANCE PTY LTD 5.739% JUN-34 (2.16 %)

Top 3 industries

Other (99.06 %)

Communication Services (0.94 %)

Top 3 countries

Management fee

1.35 %

0.29 %


Key Summary

MGOC

HCRD

Issuer

Magellan

BetaShares

Tracking index

Solactive Australian Investment Grade Corporate Bond Select Index - AUD

Asset class

ETF

ETF

Management fee

1.35 %

0.29 %

Price

$3.43

$25.09

Size

N/A

$29.355 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

2.74 %

1.90 %

Market

ASX

ASX

First listed date

29/11/2020

15/11/2022

Purchase fee

$6.50

$6.50


Community Stats

MGOC

HCRD

Popularity

Low

Low

Pearlers invested

39

1

Median incremental investment

$807.15

$5,036.61

Median investment frequency

Monthly

Monthly

Median total investment

$3,292.80

$627.25

Average age group

> 35

> 35


Pros and Cons

MGOC

HCRD

Pros

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower distribution yield

MGOC

HCRD

Higher management fee

Lower management fee

Higher distribution yield

Lower distribution yield

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