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Compare MOGL vs. DGCE

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

Montaka Gbl Long Only Equities Fund (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 MOGL and DGCE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

MOGL

DGCE

Popularity

Low

Low

Pearlers invested

4

15

Median incremental investment

$295.25

$2,589.81

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,008.90

$5,598.74

Average age group

> 35

26 - 35


Key Summary

MOGL

DGCE

Strategy

N/A

DGCE.AX was created on 2006-12-05 by Dimensional. The fund's investment portfolio concentrates primarily on total market equity. The investment objective of the Fund is to provide long-term capital growth by gaining exposure to a diversified portfolio of securities associated with approved developed markets (excluding Australia), with increased emphasis on higher expected return securities relative to a Market Capitalisation Weighted portfolio.

Top 3 holdings

KKR & Co Inc Ordinary Shares (10.52 %)

Amazon.com Inc (10.23 %)

Blackstone Inc (9.48 %)

Dimensional Global Core Equity Trust Unhedged - Active ETF (100 %)

Top 3 industries

Information Technology (28.11 %)

Financials (27.29 %)

Communication Services (22.55 %)

Top 3 countries

United States (81.43 %)

China (8.13 %)

France (2.82 %)

Management fee

N/A

0.36 %


Key Summary

MOGL

DGCE

Issuer

N/A

Dimensional

Tracking index

N/A

Asset class

Stock

ETF

Management fee

N/A

0.36 %

Price

$5.15

$28.48

Size

N/A

N/A

10Y return

N/A

N/A

Annual distribution/โ€Šdividend yield (5Y)

4.60 %

0.67 %

Market

ASX

ASX

First listed date

20/12/2017

12/11/2023

Purchase fee

$6.50

$6.50


Community Stats

MOGL

DGCE

Popularity

Low

Low

Pearlers invested

4

15

Median incremental investment

$295.25

$2,589.81

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,008.90

$5,598.74

Average age group

> 35

26 - 35


Pros and Cons

MOGL

DGCE

Pros

  • Higher price growth

  • Higher dividend/distribution yield

  • Exposure to more markets and sectors

Cons

  • Exposure to 1 market and 1 sector only

  • Lower price growth

  • Lower dividend/distribution yield

MOGL

DGCE

Exposure to 1 market and 1 sector only

Exposure to more markets and sectors

Higher price growth

Lower price growth

Higher dividend/distribution yield

Lower dividend/distribution yield

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