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Compare MGOC vs. OZXX
Compare shares and ETFs on the ASX that you can trade on Pearler.
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 OZXX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MGOC | OZXX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 42 | 4 |
Median incremental investment | $993.50 | $1,821.97 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,081.70 | $1,202.78 |
Average age group | > 35 | 26 - 35 |
Key Summary
MGOC | OZXX | |
|---|---|---|
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. | N/A |
Top 3 holdings | Amazon.com Inc (8.10 %) Microsoft Corp (7.53 %) Taiwan Semiconductor Manufacturing Co Ltd ADR (5.35 %) | Global X Australia Ex Financials & Resources ETF (100 %) |
Top 3 industries | Consumer Discretionary (24.19 %) Other (18.92 %) Communication Services (17.48 %) | |
Top 3 countries | ||
Management fee | 1.35 % | 0 % |
Key Summary
MGOC | OZXX | |
|---|---|---|
Issuer | Magellan | |
Tracking index | ||
Asset class | ETF | Stock |
Management fee | 1.35 % | 0 % |
Price | $2.70 | $10.15 |
Size | $7.047 billion | N/A |
10Y return | N/A | N/A |
Annual distribution/ dividend yield (5Y) | 5.76 % | 3.05 % |
Market | ASX | ASX |
First listed date | 29/11/2020 | 12/04/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MGOC | OZXX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 42 | 4 |
Median incremental investment | $993.50 | $1,821.97 |
Median investment frequency | Monthly | Monthly |
Median total investment | $2,081.70 | $1,202.78 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MGOC | OZXX | |
|---|---|---|
Pros |
| |
Cons |
|
MGOC | OZXX |
|---|---|
Exposure to more markets and sectors | Exposure to 1 market and 1 sector only |
Higher price growth | Lower price growth |
Higher dividend/distribution yield | Lower dividend/distribution yield |