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Compare MOGL vs. GEAR

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, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Montaka Gbl Long Only Equities Fund (Managed Fund) (MOGL) and the BetaShares Geared Australian Equity Fund (Hedge Fund) (GEAR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

MOGL

GEAR

Popularity

Low

Low

Pearlers invested

4

192

Median incremental investment

$295.25

$1,000.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,210.98

$2,336.59

Average age group

> 35

26 - 35


Key Summary

MOGL

GEAR

Strategy

N/A

GEAR.AX was created on 2014-04-30 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to provide investors with geared exposure to a diversified portfolio of Australian shares as simply as buying any share on the ASX. As the fund is internally geared, investors do not need to take out margin loans and do not have the possibility of margin calls in relation to their investment in the Fund.

Top 3 holdings

KKR & Co Inc Ordinary Shares (10.52 %)

Amazon.com Inc (10.23 %)

Blackstone Inc (9.48 %)

COMMONWEALTH BANK OF AUSTRALIA (24.72 %)

BHP GROUP LTD (19.24 %)

CSL LTD (12.66 %)

Top 3 industries

Information Technology (28.11 %)

Financials (27.29 %)

Communication Services (22.55 %)

Other (37.83 %)

Financials (21.49 %)

Materials (11.52 %)

Top 3 countries

United States (81.43 %)

China (8.13 %)

France (2.82 %)

Australia (94.91 %)

United States (3.06 %)

New Zealand (1.56 %)

Management fee

N/A

0.8 %


Key Summary

MOGL

GEAR

Issuer

N/A

BetaShares

Tracking index

N/A

Asset class

Stock

ETF

Management fee

N/A

0.8 %

Price

$5.23

$33.62

Size

N/A

$477.671 million

10Y return

N/A

48.11 %

Annual distribution yield (5Y)

4.60 %

8.59 %

Market

ASX

ASX

First listed date

20/12/2017

02/05/2014

Purchase fee

$6.50

$6.50


Community Stats

MOGL

GEAR

Popularity

Low

Low

Pearlers invested

4

192

Median incremental investment

$295.25

$1,000.00

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,210.98

$2,336.59

Average age group

> 35

26 - 35


Pros and Cons

MOGL

GEAR

Pros

  • Higher price growth

  • Exposure to more markets and sectors

  • Higher dividend/distribution yield

Cons

  • Exposure to 1 market and 1 sector only

  • Lower dividend/distribution yield

  • Lower price growth

MOGL

GEAR

Exposure to 1 market and 1 sector only

Exposure to more markets and sectors

Higher price growth

Lower price growth

Lower dividend/distribution yield

Higher dividend/distribution yield

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