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CGBL vs MSLC

Capital Group Core Balanced ETF vs Morgan Stanley Pathway Large Cap Equity ETF

CGBL

Capital Group Core Balanced ETF

Annual cost

0.33%

Fund size

$6.7B

MSLC

Morgan Stanley Pathway Large Cap Equity ETF

Annual cost

0.39%

Fund size

$4.0B

Key differences

CGBL is a mixed asset ETF, while MSLC is an equity ETF. CGBL charges 0.33% a year and MSLC 0.39%.

  • CGBL is a mixed asset fund, while MSLC is an equity fund. They carry different risk/return profiles.
  • CGBL follows a active selection strategy; MSLC uses index tracking.
  • CGBL costs 0.06% less per year.
  • MSLC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGBLMSLC
Annual cost (TER)0.33%0.39%
Fund size (AUM)$6.7B$4.0B
Since20231991
Dividend yield1.86%0.80%
Asset classmixed assetequity
Regionglobal
Strategyactive selectionindex tracking
CAGR 1Y+15.7%+20.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.86%12.04%
Max drawdown-11.66%-17.86%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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