Screener
CGBL vs MSSM
Capital Group Core Balanced ETF vs Morgan Stanley Pathway Small-Mid Cap Equity ETF
Key differences
CGBL is a mixed asset ETF, while MSSM is an equity ETF. CGBL charges 0.33% a year and MSSM 0.62%.
- CGBL is a mixed asset fund, while MSSM is an equity fund. They carry different risk/return profiles.
- CGBL follows a active selection strategy; MSSM uses index tracking.
- CGBL costs 0.29% less per year.
- CGBL is much larger than MSSM. Larger funds are usually more liquid and less likely to close.
- MSSM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CGBL | MSSM | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.62% |
| Fund size (AUM) | $6.7B | $756M |
| Since | 2023 | 1991 |
| Dividend yield | 1.86% | 0.53% |
| Asset class | mixed asset | equity |
| Region | — | global |
| Strategy | active selection | index tracking |
| CAGR 1Y | +15.7% | +32.8% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 9.86% | 17.51% |
| Max drawdown | -11.66% | -24.09% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.