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Compare RCAP vs. MOGL

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

Resolution Cap Global Prop Sec (Managed Fund)

ASX

Buy

Buy

Overview
Performance

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 Resolution Cap Global Prop Sec (Managed Fund) (RCAP) and the Montgomery Global Investment Portfolio (MOGL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.

Community Stats

RCAP

MOGL

Popularity

Low

Low

Pearlers invested

3

4

Median incremental investment

$6,993.50

$295.25

Median investment frequency

Monthly

Fortnightly

Median total investment

$10,334.01

$13,118.34

Average age group

> 35

> 35


Key Summary

RCAP

MOGL

Strategy

RCAP.AX was created on 2022-02-22 by Resolution Capital. The fund's investment portfolio concentrates primarily on real estate equity. The Fund aims to achieve an annual total return that exceeds the total return of the Benchmark after fees on a rolling 3 year basis

N/A

Top 3 holdings

Welltower Inc (8.93 %)

Equinix Inc (6.60 %)

Ventas Inc (6.50 %)

KKR & Co Inc Ordinary Shares (10.52 %)

Amazon.com Inc (10.23 %)

Blackstone Inc (9.48 %)

Top 3 industries

Real Estate (100.00 %)

Communication Services (29.81 %)

Financials (28.90 %)

Information Technology (27.24 %)

Top 3 countries

United States (60.84 %)

United Kingdom of Great Britain and Northern Ireland (11.25 %)

France (6.53 %)

United States (81.43 %)

China (8.13 %)

France (2.82 %)

Management fee

0.8 %

N/A


Key Summary

RCAP

MOGL

Issuer

Resolution Capital

N/A

Tracking index

N/A

Asset class

ETF

Stock

Management fee

0.8 %

N/A

Price

$1.69

$5.22

Size

N/A

N/A

10Y return

15.89 %

N/A

Annual distribution yield (5Y)

1.59 %

4.59 %

Market

ASX

ASX

First listed date

21/02/2022

20/12/2017

Purchase fee

$6.50

$6.50


Community Stats

RCAP

MOGL

Popularity

Low

Low

Pearlers invested

3

4

Median incremental investment

$6,993.50

$295.25

Median investment frequency

Monthly

Fortnightly

Median total investment

$10,334.01

$13,118.34

Average age group

> 35

> 35


Pros and Cons

RCAP

MOGL

Pros

  • Exposure to more markets and sectors

  • Higher price growth

  • Higher dividend/distribution yield

Cons

  • Lower price growth

  • Lower dividend/distribution yield

  • Exposure to 1 market and 1 sector only

RCAP

MOGL

Exposure to more markets and sectors

Exposure to 1 market and 1 sector only

Lower price growth

Higher price growth

Lower dividend/distribution yield

Higher dividend/distribution yield

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