Compare AU
Compare MKAX vs. BAOR
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 are a popular choice. Two options in the ASX are MKAX and BAOR. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MKAX | BAOR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $4,990.50 | $993.50 |
Median investment frequency | Fortnightly | Daily |
Median total investment | $4,558.40 | $0 |
Average age group | 26 - 35 | N/A |
Key Summary
MKAX | BAOR | |
|---|---|---|
Strategy | MKAX.AX was created on 2020-06-24 by Montaka. The fund's investment portfolio concentrates primarily on long/short alternatives. The Fund aims to provide Unitholders with long term capital growth, with a focus on managing downside risk. | BAOR.AX was created on 2023-05-01 by AORIS. The fund's investment portfolio concentrates primarily on total market equity. This class aims to achieve annualised returns in excess of the benchmark after all fees and expenses measured over a market cycle, which we consider to be seven years. Returns are not guaranteed. |
Top 3 holdings | Montaka Global Extension Fund (Quoted Managed Hedge Fund) (100 %) | Aoris Int Fund (Class B) (Unhedged) (Managed Fund) (100 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 1.25 % | 1.1 % |
Key Summary
MKAX | BAOR | |
|---|---|---|
Issuer | Montaka | AORIS |
Tracking index | ||
Asset class | ETF | ETF |
Management fee | 1.25 % | 1.1 % |
Price | $4.70 | $2.54 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | 4.08 % | 1.95 % |
Market | ASX | ASX |
First listed date | 23/06/2020 | 30/04/2023 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MKAX | BAOR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 1 | 1 |
Median incremental investment | $4,990.50 | $993.50 |
Median investment frequency | Fortnightly | Daily |
Median total investment | $4,558.40 | $0 |
Average age group | 26 - 35 | N/A |
Pros and Cons
MKAX | BAOR | |
|---|---|---|
Pros |
|
|
Cons |
|
|
MKAX | BAOR |
|---|---|
Higher management fee | Lower management fee |
Higher distribution yield | Lower distribution yield |