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Compare R3AL vs. MSTR
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 Clearbridge Real Income Fund - Active ETF (R3AL) and the Morningstar International Shares Active ETF (MSTR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
R3AL | MSTR | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 6 |
Median incremental investment | $0 | $505.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,024.41 |
Average age group | N/A | 26 - 35 |
Key Summary
R3AL | MSTR | |
|---|---|---|
Strategy | R3AL.AX was created on 2010-11-17 by Martin Currie. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide a pre-tax income yield above the S&P/ASX 200 Index yield and to grow this income above the rate of Inflation. | MSTR.AX was created on 2013-07-01 by Morningstar. The fund's investment portfolio concentrates primarily on total market equity. To achieve meaningful capital growth over the medium-to-long term, while minimising the risk of permanent capital loss, by providing exposure to listed international shares |
Top 3 holdings | Aurizon Holdings Ltd (7.00 %) Scentre Group (6.63 %) APA Group (6.48 %) | Apple Inc (4.41 %) Oracle Corp (3.46 %) Cisco Systems Inc (2.42 %) |
Top 3 industries | Real Estate (61.04 %) Industrials (20.02 %) Utilities (10.96 %) | Information Technology (60.74 %) Communication Services (10.92 %) Other (10.71 %) |
Top 3 countries | Australia (70.99 %) New Zealand (10.25 %) United States (7.21 %) | United States (68.52 %) Japan (5.00 %) United Kingdom of Great Britain and Northern Ireland (4.10 %) |
Management fee | 0 % | 0.39 % |
Key Summary
R3AL | MSTR | |
|---|---|---|
Issuer | Martin Currie | Morningstar |
Tracking index | S&P ASX 200 | |
Asset class | ETF | ETF |
Management fee | 0 % | 0.39 % |
Price | $1.55 | $9.75 |
Size | $463.200 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 4.59 % | 11.37 % |
Market | ASX | ASX |
First listed date | 27/01/2025 | 12/11/2019 |
Purchase fee | $6.50 | $6.50 |
Community Stats
R3AL | MSTR | |
|---|---|---|
Popularity | N/A | Low |
Pearlers invested | 0 | 6 |
Median incremental investment | $0 | $505.50 |
Median investment frequency | N/A | Monthly |
Median total investment | $0 | $1,024.41 |
Average age group | N/A | 26 - 35 |
Pros and Cons
R3AL | MSTR | |
|---|---|---|
Pros |
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Cons |
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R3AL | MSTR |
|---|---|
Higher exposure to AU market | Lower exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |