Compare AU

Compare MOGL vs. OZXX

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

Montgomery Global Investment Portfolio

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

Community Stats

MOGL

OZXX

Popularity

Low

Low

Pearlers invested

4

3

Median incremental investment

$295.25

$504.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,068.27

$1,128.88

Average age group

> 35

> 35


Key Summary

MOGL

OZXX

Strategy

N/A

N/A

Top 3 holdings

KKR & Co Inc Ordinary Shares (10.52 %)

Amazon.com Inc (10.23 %)

Blackstone Inc (9.48 %)

Global X Australia Ex Financials & Resources ETF (100 %)

Top 3 industries

Communication Services (29.81 %)

Financials (28.90 %)

Information Technology (27.24 %)

Top 3 countries

United States (81.43 %)

China (8.13 %)

France (2.82 %)

Management fee

N/A

0 %


Key Summary

MOGL

OZXX

Issuer

N/A

Tracking index

N/A

Asset class

Stock

Stock

Management fee

N/A

0 %

Price

$5.22

$10.96

Size

N/A

N/A

10Y return

N/A

N/A

Annual distribution/โ€Šdividend yield (5Y)

4.59 %

1.26 %

Market

ASX

ASX

First listed date

20/12/2017

12/04/2023

Purchase fee

$6.50

$6.50


Community Stats

MOGL

OZXX

Popularity

Low

Low

Pearlers invested

4

3

Median incremental investment

$295.25

$504.50

Median investment frequency

Fortnightly

Monthly

Median total investment

$13,068.27

$1,128.88

Average age group

> 35

> 35


Pros and Cons

MOGL

OZXX

Pros

  • Higher price growth

  • Higher dividend yield

Cons

  • Lower price growth

  • Lower dividend yield

MOGL

OZXX

Higher price growth

Lower price growth

Higher dividend yield

Lower dividend yield

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