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Compare MGOC vs. INES
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Magellan Global Fund -Open Class Units -Active ETF (MGOC) and the Intelligent Investor Eth Share Fund - Active ETF (INES). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MGOC | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 20 |
Median incremental investment | $990.50 | $605.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,507.13 | $4,846.88 |
Average age group | > 35 | > 35 |
Key Summary
MGOC | INES | |
|---|---|---|
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. | INES.AX was created on 2019-06-11 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. To invest in a portfolio of ethically and socially responsible undervalued stocks to achieve medium to long-term capital growth. |
Top 3 holdings | Amazon.com Inc (7.90 %) Microsoft Corp (7.52 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (5.11 %) | Fairfax Financial Holdings Ltd Shs Subord.Vtg (7.28 %) Visa Inc Class A (6.17 %) MA Financial Group Ltd (5.38 %) |
Top 3 industries | Consumer Discretionary (24.19 %) Other (18.92 %) Communication Services (17.48 %) | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) |
Top 3 countries | ||
Management fee | 1.35 % | 0.97 % |
Key Summary
MGOC | INES | |
|---|---|---|
Issuer | Magellan | Intelligent Investor |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.35 % | 0.97 % |
Price | $3.13 | $3.75 |
Size | $7.047 billion | $78.993 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.27 % | 3.41 % |
Market | ASX | ASX |
First listed date | 29/11/2020 | 12/06/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MGOC | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 43 | 20 |
Median incremental investment | $990.50 | $605.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,507.13 | $4,846.88 |
Average age group | > 35 | > 35 |
Pros and Cons
MGOC | INES | |
|---|---|---|
Pros |
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Cons |
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MGOC | INES |
|---|---|
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Higher distribution yield | Lower distribution yield |