Compare AU
Compare MGOC vs. GIVE
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, shares are a popular choice. Two options in the ASX are MGOC and GIVE. In this comparison, we'll delve into these options across various dimensions to help you make an informed investment decision.
Community Stats
MGOC | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 41 | 2 |
Median incremental investment | $908.32 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,839.76 | $815.00 |
Average age group | > 35 | 26 - 35 |
Key Summary
MGOC | GIVE | |
|---|---|---|
Strategy | MGOC.AX was created on 2007-07-01 by Magellan. The fund's investment portfolio concentrates primarily on total market equity. The investment objectives of the Fund are to achieve attractive risk-adjusted returns over the medium to long-term while reducing the risk of permanent capital loss. The Fund aims to deliver 9% p.a. net of fees over the economic cycle. | GIVE.AX was created on 2021-11-29 by Perpetual. The fund's investment portfolio concentrates primarily on total market equity. Aims to: provide long-term capital growth and regular income through investment predominantly in quality Australian shares that meet Perpetuals ESG and values-based criteria outperform the S&P/ASX 300 Accumulation Index (before fees and taxes) over rolling three-year periods. |
Top 3 holdings | Magellan Global Fund -Open Class Units -Active ETF (100 %) | Perpetual Esg Australian Share Active ETF (100 %) |
Top 3 industries | ||
Top 3 countries | ||
Management fee | 1.35 % | 0.65 % |
Key Summary
MGOC | GIVE | |
|---|---|---|
Issuer | Magellan | Perpetual |
Tracking index | S&P/ASX 300 Index - AUD | |
Asset class | ETF | ETF |
Management fee | 1.35 % | 0.65 % |
Price | $3.08 | $3.26 |
Size | $7.227 billion | N/A |
10Y return | N/A | N/A |
Annual dividend yield (5Y) | 4.23 % | 6.02 % |
Market | ASX | ASX |
First listed date | 29/11/2020 | 28/11/2021 |
Purchase fee | $6.50 | $6.50 |
Community Stats
MGOC | GIVE | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 41 | 2 |
Median incremental investment | $908.32 | $523.25 |
Median investment frequency | Monthly | Quarterly |
Median total investment | $2,839.76 | $815.00 |
Average age group | > 35 | 26 - 35 |
Pros and Cons
MGOC | GIVE | |
|---|---|---|
Pros |
| |
Cons |
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MGOC | GIVE |
|---|---|
Higher management fee | Lower management fee |
Lower distribution yield | Higher distribution yield |