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Compare RCAP vs. MOGL
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 Resolution Cap Global Prop Sec Fund - Active ETF (RCAP) and the Montaka Global Fund - Active ETF (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 | 1 | 3 |
Median incremental investment | $6,993.50 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $647.98 | $8,425.74 |
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 | MOGL.AX was created on 2017-12-19 by Montgomery. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with long term capital growth as well as income distributions of at least 4.5% per annum through a portfolio of quality global shares and to outperform the MSCI World Net Total Return Index (Index), in Australian Dollars over a rolling 5-year period, net of fees. Returns are not guaranteed. |
Top 3 holdings | Welltower Inc (8.71 %) Equinix Inc (6.78 %) Simon Property Group Inc (4.97 %) | Amazon.com Inc (9.66 %) Microsoft Corp (8.89 %) Meta Platforms Inc Class A (8.02 %) |
Top 3 industries | Real Estate (100.00 %) | Information Technology (29.08 %) Financials (25.97 %) Communication Services (23.28 %) |
Top 3 countries | United States (58.21 %) United Kingdom of Great Britain and Northern Ireland (10.85 %) Japan (6.95 %) | United States (88.05 %) China (6.90 %) France (3.09 %) |
Management fee | 0.8 % | 1.32 % |
Key Summary
RCAP | MOGL | |
|---|---|---|
Issuer | Resolution Capital | Montgomery |
Tracking index | MSCI World Index | |
Asset class | ETF | ETF |
Management fee | 0.8 % | 1.32 % |
Price | $1.79 | $3.89 |
Size | N/A | N/A |
10Y return | 16.35 % | N/A |
Annual distribution yield (5Y) | 2.40 % | 4.68 % |
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 | 1 | 3 |
Median incremental investment | $6,993.50 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $647.98 | $8,425.74 |
Average age group | > 35 | > 35 |
Pros and Cons
RCAP | MOGL | |
|---|---|---|
Pros |
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Cons |
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RCAP | MOGL |
|---|---|
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 |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |