Compare AU

Compare MGOC vs. REIT

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 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/β€Šdistribution 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

  • Higher price growth

  • Higher exposure to AU market

  • Higher exposure to US market

  • Lower management fee

  • Higher distribution yield

Cons

  • Lower exposure to AU market

  • Lower exposure to US market

  • Higher management fee

  • Lower distribution yield

  • Lower price growth

MGOC

REIT

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

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