Compare AU
Compare MGOC vs. QMIX
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 QMIX. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MGOC | QMIX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 16 |
Median incremental investment | $807.15 | $2,500.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,292.80 | $4,118.84 |
Average age group | > 35 | > 35 |
Key Summary
MGOC | QMIX | |
|---|---|---|
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. | QMIX.AX was created on 2015-09-11 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The SPDR MSCI World Quality Mix Fund seeks to provide investment results that, before fees and expenses,correspond generally to the return performance of the MSCI World Factor Mix A-Series Index (previously namedthe MSCI World Quality Mix Index), assuming all payments from the index constituents are reinvested. |
Top 3 holdings | Magellan Global Fund (Open Class) (Managed Fund) (100 %) | Apple Inc (2.70 %) Microsoft Corp (2.54 %) Meta Platforms Inc Class A (2.05 %) |
Top 3 industries | Information Technology (43.56 %) Communication Services (20.98 %) Health Care (13.91 %) | |
Top 3 countries | United States (67.46 %) Japan (7.23 %) United Kingdom of Great Britain and Northern Ireland (3.87 %) | |
Management fee | 1.35 % | 0.18 % |
Key Summary
MGOC | QMIX | |
|---|---|---|
Issuer | Magellan | SPDR |
Tracking index | MSCI WORLD FACTOR MIX A-SERIES INDEX - USD | |
Asset class | ETF | ETF |
Management fee | 1.35 % | 0.18 % |
Price | $3.43 | $32.56 |
Size | N/A | $321.184 million |
10Y return | N/A | N/A |
Annual dividend/ distribution yield (5Y) | 2.74 % | 4.03 % |
Market | ASX | ASX |
First listed date | 29/11/2020 | 14/09/2015 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MGOC | QMIX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 16 |
Median incremental investment | $807.15 | $2,500.00 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,292.80 | $4,118.84 |
Average age group | > 35 | > 35 |
Pros and Cons
MGOC | QMIX | |
|---|---|---|
Pros |
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Cons |
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MGOC | QMIX |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |