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Compare MOGL vs. MGOC

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

Montaka Global Fund - Active ETF

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 MGOC. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.

Community Stats

MOGL

MGOC

Popularity

Low

Low

Pearlers invested

4

41

Median incremental investment

$295.25

$908.32

Median investment frequency

Fortnightly

Monthly

Median total investment

$11,872.20

$2,913.52

Average age group

> 35

> 35


Key Summary

MOGL

MGOC

Strategy

N/A

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

Amazon.com Inc (11.24 %)

KKR & Co Inc Ordinary Shares (9.74 %)

Blackstone Inc (9.37 %)

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

Top 3 industries

Information Technology (30.16 %)

Communication Services (29.90 %)

Financials (25.14 %)

Top 3 countries

United States (81.43 %)

China (8.13 %)

France (2.82 %)

Management fee

N/A

1.35 %


Key Summary

MOGL

MGOC

Issuer

N/A

Magellan

Tracking index

N/A

Asset class

Stock

ETF

Management fee

N/A

1.35 %

Price

$4.70

$3.16

Size

N/A

$7.186 billion

10Y return

N/A

N/A

Annual distribution/β€Šdividend yield (5Y)

4.60 %

4.23 %

Market

ASX

ASX

First listed date

20/12/2017

29/11/2020

Purchase fee

$6.50

$6.50


Community Stats

MOGL

MGOC

Popularity

Low

Low

Pearlers invested

4

41

Median incremental investment

$295.25

$908.32

Median investment frequency

Fortnightly

Monthly

Median total investment

$11,872.20

$2,913.52

Average age group

> 35

> 35


Pros and Cons

MOGL

MGOC

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

MGOC

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