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Compare MKAX vs. R3AL
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Montaka Global Extension Fund - Complex ETF (MKAX) and the Clearbridge Real Income Fund - Active ETF (R3AL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MKAX | R3AL | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 1 | 0 |
Median incremental investment | $4,990.50 | $0 |
Median investment frequency | Fortnightly | N/A |
Median total investment | $4,558.40 | $0 |
Average age group | 26 - 35 | N/A |
Key Summary
MKAX | R3AL | |
|---|---|---|
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. | R3AL.AX was created on 2010-11-17 by Martin Currie. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 488.94m in AUM and 40 holdings. The Fund aims to provide a pre-tax income yield above the S&P/ASX 200 Index yield and to grow this income above the rate of Inflation. |
Top 3 holdings | KKR & Co Inc Ordinary Shares (16.20 %) Amazon.com Inc (15.25 %) Blackstone Inc (14.34 %) | Scentre Group (6.93 %) APA Group (5.82 %) Aurizon Holdings Ltd (5.66 %) |
Top 3 industries | Financials (30.27 %) Information Technology (27.44 %) Consumer Discretionary (21.33 %) | Real Estate (61.04 %) Industrials (20.02 %) Utilities (10.96 %) |
Top 3 countries | ||
Management fee | 1.25 % | 0 % |
Key Summary
MKAX | R3AL | |
|---|---|---|
Issuer | Montaka | Martin Currie |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 1.25 % | 0 % |
Price | $3.56 | $1.63 |
Size | N/A | $489.420 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 5.95 % | 4.17 % |
Market | ASX | ASX |
First listed date | 23/06/2020 | 27/01/2025 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MKAX | R3AL | |
|---|---|---|
Popularity | Low | N/A |
Pearlers invested | 1 | 0 |
Median incremental investment | $4,990.50 | $0 |
Median investment frequency | Fortnightly | N/A |
Median total investment | $4,558.40 | $0 |
Average age group | 26 - 35 | N/A |
Pros and Cons
MKAX | R3AL | |
|---|---|---|
Pros |
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Cons |
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MKAX | R3AL |
|---|---|
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |