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Compare MOGL vs. INES
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 Fund - Active ETF (MOGL) and the Intelligent Investor Eth Share Fund - Active ETF (INES). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOGL | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 17 |
Median incremental investment | $295.25 | $605.31 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $8,469.06 | $5,148.18 |
Average age group | > 35 | > 35 |
Key Summary
MOGL | INES | |
|---|---|---|
Strategy | MOGL.AX was created on 2017-12-19 by Montgomery. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with long term capital growth as well as income distributions of at least 4.5% per annum through a portfolio of quality global shares and to outperform the MSCI World Net Total Return Index (Index), in Australian Dollars over a rolling 5-year period, net of fees. Returns are not guaranteed. | INES.AX was created on 2019-06-11 by Intelligent Investor . The fund's investment portfolio concentrates primarily on total market equity. To invest in a portfolio of ethically and socially responsible undervalued stocks to achieve medium to long-term capital growth. |
Top 3 holdings | Amazon.com Inc (10.15 %) Microsoft Corp (8.98 %) Meta Platforms Inc Class A (8.18 %) | Fairfax Financial Holdings Ltd Shs Subord.Vtg (7.48 %) Visa Inc Class A (5.91 %) Constellation Software Inc (5.10 %) |
Top 3 industries | Information Technology (29.08 %) Financials (25.97 %) Communication Services (23.28 %) | Financials (41.01 %) Communication Services (25.60 %) Other (24.40 %) |
Top 3 countries | United States (88.05 %) China (6.90 %) France (3.09 %) | Australia (44.55 %) United States (18.62 %) Canada (14.34 %) |
Management fee | 1.32 % | 0.97 % |
Key Summary
MOGL | INES | |
|---|---|---|
Issuer | Montgomery | Intelligent Investor |
Tracking index | MSCI World Index | |
Asset class | ETF | ETF |
Management fee | 1.32 % | 0.97 % |
Price | $3.91 | $3.33 |
Size | N/A | $66.459 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.68 % | 3.86 % |
Market | ASX | ASX |
First listed date | 20/12/2017 | 12/06/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOGL | INES | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 17 |
Median incremental investment | $295.25 | $605.31 |
Median investment frequency | Fortnightly | Monthly |
Median total investment | $8,469.06 | $5,148.18 |
Average age group | > 35 | > 35 |
Pros and Cons
MOGL | INES | |
|---|---|---|
Pros |
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Cons |
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MOGL | INES |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |