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Compare MOGL vs. MKAX
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 Montaka Global Extension Fund - Complex ETF (MKAX). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
MOGL | MKAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 1 |
Median incremental investment | $295.25 | $4,990.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $10,145.22 | $4,558.40 |
Average age group | > 35 | 26 - 35 |
Key Summary
MOGL | MKAX | |
|---|---|---|
Strategy | N/A | 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. |
Top 3 holdings | Microsoft Corp (11.24 %) Amazon.com Inc (11.07 %) KKR & Co Inc Ordinary Shares (8.66 %) | KKR & Co Inc Ordinary Shares (16.20 %) Amazon.com Inc (15.25 %) Blackstone Inc (14.34 %) |
Top 3 industries | Information Technology (29.08 %) Financials (25.97 %) Communication Services (23.28 %) | Financials (30.27 %) Information Technology (27.44 %) Consumer Discretionary (21.33 %) |
Top 3 countries | United States (81.43 %) China (8.13 %) France (2.82 %) | |
Management fee | N/A | 1.25 % |
Key Summary
MOGL | MKAX | |
|---|---|---|
Issuer | N/A | Montaka |
Tracking index | N/A | |
Asset class | Stock | ETF |
Management fee | N/A | 1.25 % |
Price | $4.73 | $4.10 |
Size | N/A | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.61 % | 4.82 % |
Market | ASX | ASX |
First listed date | 20/12/2017 | 23/06/2020 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MOGL | MKAX | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 3 | 1 |
Median incremental investment | $295.25 | $4,990.50 |
Median investment frequency | Fortnightly | Fortnightly |
Median total investment | $10,145.22 | $4,558.40 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MOGL | MKAX | |
|---|---|---|
Pros |
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Cons |
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MOGL | MKAX |
|---|---|
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 |