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Compare MGOC vs. ROBO

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 ROBO. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

MGOC

ROBO

Popularity

Low

Low

Pearlers invested

39

537

Median incremental investment

$807.15

$639.76

Median investment frequency

Monthly

Monthly

Median total investment

$3,292.80

$1,108.52

Average age group

> 35

> 35


Key Summary

MGOC

ROBO

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.

ROBO.AX was created on 2017-09-13 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the ROBO.AX Global Robotics and Automation Index (the Index)

Top 3 holdings

Magellan Global Fund (Open Class) (Managed Fund) (100 %)

Harmonic Drive Systems Inc (2.15 %)

Hiwin Technologies Corp (1.82 %)

Fanuc Corp (1.81 %)

Top 3 industries

Industrials (47.22 %)

Information Technology (43.10 %)

Consumer Staples (15.08 %)

Top 3 countries

United States (42.78 %)

Japan (18.81 %)

Taiwan (8.37 %)

Management fee

1.35 %

0.82 %


Key Summary

MGOC

ROBO

Issuer

Magellan

Global X

Tracking index

ROBO Global Robotics and Automation TR Index

Asset class

ETF

ETF

Management fee

1.35 %

0.82 %

Price

$3.43

$79.18

Size

N/A

$230.994 million

10Y return

N/A

N/A

Annual dividend/ distribution yield (5Y)

2.74 %

3.87 %

Market

ASX

ASX

First listed date

29/11/2020

14/09/2017

Purchase fee

$6.50

$6.50


Community Stats

MGOC

ROBO

Popularity

Low

Low

Pearlers invested

39

537

Median incremental investment

$807.15

$639.76

Median investment frequency

Monthly

Monthly

Median total investment

$3,292.80

$1,108.52

Average age group

> 35

> 35


Pros and Cons

MGOC

ROBO

Pros

  • Higher exposure to US market

  • Lower management fee

  • Higher price growth

  • Higher distribution yield

Cons

  • Lower exposure to US market

  • Higher management fee

  • Lower price growth

  • Lower distribution yield

MGOC

ROBO

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

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