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Compare MKAX vs. MGOC

Compare shares and ETFs on the ASX that you can trade on Pearler.

Montaka Global Extension Fund (Quoted Managed Hedge Fund)

ASX

Buy

Buy

Overview
Performance

Overview

When it comes to investing in the Australian stock market, shares are a popular choice. Two options in the ASX are MKAX and MGOC. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

MKAX

MGOC

Popularity

Low

Low

Pearlers invested

1

39

Median incremental investment

$4,990.50

$807.15

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,558.40

$3,345.60

Average age group

26 - 35

> 35


Key Summary

MKAX

MGOC

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.

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.

Top 3 holdings

Montaka Global Extension Fund (Quoted Managed Hedge Fund) (100 %)

Magellan Global Fund -Open Class Units -Active ETF (100 %)

Top 3 industries

Top 3 countries

Management fee

1.25 %

1.35 %


Key Summary

MKAX

MGOC

Issuer

Montaka

Magellan

Tracking index

Asset class

ETF

ETF

Management fee

1.25 %

1.35 %

Price

$4.51

$3.24

Size

N/A

N/A

10Y return

N/A

N/A

Annual dividend yield (5Y)

4.58 %

4.23 %

Market

ASX

ASX

First listed date

23/06/2020

29/11/2020

Purchase fee

$6.50

$6.50


Community Stats

MKAX

MGOC

Popularity

Low

Low

Pearlers invested

1

39

Median incremental investment

$4,990.50

$807.15

Median investment frequency

Fortnightly

Monthly

Median total investment

$4,558.40

$3,345.60

Average age group

26 - 35

> 35


Pros and Cons

MKAX

MGOC

Pros

  • Lower management fee

  • Higher distribution yield

Cons

  • Higher management fee

  • Lower distribution yield

MKAX

MGOC

Lower management fee

Higher management fee

Higher distribution yield

Lower distribution yield

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