Compare AU
Compare MGOC vs. PLUS
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 PLUS. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MGOC | PLUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 3 |
Median incremental investment | $816.65 | $7,493.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,366.00 | $13,314.84 |
Average age group | > 35 | > 35 |
Key Summary
MGOC | PLUS | |
|---|---|---|
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. | PLUS.AX was created on 2017-05-09 by VanEck. The fund's investment portfolio concentrates primarily on investment grade fixed income. The ETF currently has 347.8m in AUM and 141 holdings. PLUS.AX invests in a diversified portfolio of Australian dollar denominated bonds consisting predominantly of the highest yielding investment grade corporate bonds issued in Australia with the aim of providing investment returns (before fees and other costs) that track the performance of the Markit iBoxx AUD Corporates Yield Plus Index. |
Top 3 holdings | Magellan Global Fund -Open Class Units -Active ETF (100 %) | Telstra Group Ltd. (2.18 %) Credit Agricole S.A. (1.75 %) AusNet Services Holdings Pty Ltd. (1.74 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 1.35 % | 0.32 % |
Key Summary
MGOC | PLUS | |
|---|---|---|
Issuer | Magellan | VanEck |
Tracking index | Markit iBoxx AUD Corporates Yield Plus Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.35 % | 0.32 % |
Price | $3.28 | $16.94 |
Size | N/A | $347.256 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 4.23 % | 2.96 % |
Market | ASX | ASX |
First listed date | 29/11/2020 | 11/05/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MGOC | PLUS | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 3 |
Median incremental investment | $816.65 | $7,493.50 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $3,366.00 | $13,314.84 |
Average age group | > 35 | > 35 |
Pros and Cons
MGOC | PLUS | |
|---|---|---|
Pros |
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Cons |
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MGOC | PLUS |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |