Compare AU
Compare MGOC vs. REIT
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 REIT. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MGOC | REIT | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 103 |
Median incremental investment | $807.15 | $829.77 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,216.00 | $1,197.36 |
Average age group | > 35 | 26 - 35 |
Key Summary
MGOC | REIT | |
---|---|---|
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. | REIT.AX was created on 2019-03-29 by VanEck. The fund's investment portfolio concentrates primarily on real estate equity. REIT.AX seeks to provide investors with access to a diversified portfolio of international property securities |
Top 3 holdings | Magellan Global Fund (Open Class) (Managed Fund) (100 %) | Prologis Inc (6.47 %) Equinix Inc (5.27 %) Welltower Inc (5.06 %) |
Top 3 industries | Real Estate (100.00 %) Other (8.61 %) | |
Top 3 countries | United States (73.96 %) Japan (5.45 %) Singapore (3.61 %) | |
Management fee | 1.35 % | 0.43 % |
Key Summary
MGOC | REIT | |
---|---|---|
Issuer | Magellan | VanEck |
Tracking index | FTSE EPRA NAREIT Developed ex Australia Rental Hedged to AUD Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.35 % | 0.43 % |
Price | $3.37 | $16.54 |
Size | N/A | $415.826 million |
10Y return | N/A | N/A |
Annual dividend/βdistribution yield (5Y) | 2.74 % | 4.17 % |
Market | ASX | ASX |
First listed date | 29/11/2020 | 02/04/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MGOC | REIT | |
---|---|---|
Popularity | Low | Low |
Pearlers invested | 39 | 103 |
Median incremental investment | $807.15 | $829.77 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,216.00 | $1,197.36 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MGOC | REIT | |
---|---|---|
Pros |
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Cons |
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MGOC | REIT |
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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 |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |