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Compare MGOC vs. IEM

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

Community Stats

MGOC

IEM

Popularity

Low

Low

Pearlers invested

39

172

Median incremental investment

$807.15

$1,665.81

Median investment frequency

Monthly

Monthly

Median total investment

$3,292.80

$4,053.47

Average age group

> 35

> 35


Key Summary

MGOC

IEM

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.

IEM.AX was created on 2003-04-07 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the equity market performance in global emerging markets.

Top 3 holdings

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

ISH MSCI EM USD ETF DIST (99.96 %)

USD CASH (0.97 %)

EUR CASH (0.01 %)

Top 3 industries

Other (99.99 %)

Communication Services (0.01 %)

Information Technology (0.00 %)

Top 3 countries

China (27.10 %)

Taiwan (18.78 %)

India (18.74 %)

Management fee

1.35 %

0.69 %


Key Summary

MGOC

IEM

Issuer

Magellan

iShares

Tracking index

MSCI EM (Emerging Markets)

Asset class

ETF

ETF

Management fee

1.35 %

0.69 %

Price

$3.43

$69.29

Size

N/A

$1.288 billion

10Y return

N/A

43.04 %

Annual dividend/β€Šdistribution yield (5Y)

2.74 %

1.99 %

Market

ASX

ASX

First listed date

29/11/2020

10/10/2007

Purchase fee

$6.50

$6.50


Community Stats

MGOC

IEM

Popularity

Low

Low

Pearlers invested

39

172

Median incremental investment

$807.15

$1,665.81

Median investment frequency

Monthly

Monthly

Median total investment

$3,292.80

$4,053.47

Average age group

> 35

> 35


Pros and Cons

MGOC

IEM

Pros

  • Higher distribution yield

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

MGOC

IEM

Lower exposure to US market

Higher exposure to US market

Higher management fee

Lower management fee

Lower price growth

Higher price growth

Higher distribution yield

Lower distribution yield

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