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Compare MGOC vs. IZZ

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

Community Stats

MGOC

IZZ

Popularity

Low

Low

Pearlers invested

39

33

Median incremental investment

$807.15

$2,746.75

Median investment frequency

Monthly

Monthly

Median total investment

$3,235.20

$3,908.94

Average age group

> 35

> 35


Key Summary

MGOC

IZZ

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.

IZZ.AX was created on 2004-10-05 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 376.32m in AUM and 50 holdings. The fund aims to provide investors with the performance of the FTSE China 50 Index, before fees and expenses. The index is designed to measure the performance of 50 of the largest and most liquid Chinese companies which trade on the Hong Kong Stock Exchange

Top 3 holdings

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

MEITUAN (10.47 %)

ALIBABA GROUP HOLDING LTD (8.86 %)

TENCENT HOLDINGS LTD (8.29 %)

Top 3 industries

Other (58.33 %)

Consumer Discretionary (21.66 %)

Communication Services (10.44 %)

Top 3 countries

China (100.00 %)

Management fee

1.35 %

0.74 %


Key Summary

MGOC

IZZ

Issuer

Magellan

iShares

Tracking index

FTSE China 50 Net Tax USD Index

Asset class

ETF

ETF

Management fee

1.35 %

0.74 %

Price

$3.37

$47.67

Size

N/A

$338.261 million

10Y return

N/A

-4.74 %

Annual dividend/ distribution yield (5Y)

2.74 %

1.97 %

Market

ASX

ASX

First listed date

29/11/2020

15/11/2007

Purchase fee

$6.50

$6.50


Community Stats

MGOC

IZZ

Popularity

Low

Low

Pearlers invested

39

33

Median incremental investment

$807.15

$2,746.75

Median investment frequency

Monthly

Monthly

Median total investment

$3,235.20

$3,908.94

Average age group

> 35

> 35


Pros and Cons

MGOC

IZZ

Pros

  • Higher price growth

  • Higher distribution yield

  • Lower management fee

Cons

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

MGOC

IZZ

Higher management fee

Lower management fee

Higher price growth

Lower price growth

Higher distribution yield

Lower distribution yield

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