Screener
CGBL vs XFLX
Capital Group Core Balanced ETF vs FundX Flexible ETF
Key differences
- CGBL costs 0.64% less per year.
- CGBL is significantly larger than XFLX — larger funds tend to be more liquid and less likely to close.
- CGBL is classified as mixed asset, while XFLX is fixed income — different risk/return profiles.
- XFLX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CGBL | XFLX | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.97% |
| Fund size (AUM) | $6.1B | $49M |
| Since | 2023 | 2002 |
| Dividend yield | 1.92% | 9.73% |
| Asset class | mixed asset | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +19.6% | +5.1% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 9.65% | 3.52% |
| Max drawdown | -11.66% | -6.54% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to CGBL and XFLX
Explore further