Screener
MSSM vs CGBL
Morgan Stanley Pathway Small-Mid Cap Equity ETF vs Capital Group Core Balanced ETF
Key differences
MSSM is an equity ETF, while CGBL is a mixed asset ETF. MSSM charges 0.62% a year and CGBL 0.33%.
- MSSM is an equity fund, while CGBL is a mixed asset fund. They carry different risk/return profiles.
- MSSM follows a index tracking strategy; CGBL uses active selection.
- 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
| MSSM | CGBL | |
|---|---|---|
| Annual cost (TER) | 0.62% | 0.33% |
| Fund size (AUM) | $756M | $6.7B |
| Since | 1991 | 2023 |
| Dividend yield | 0.53% | 1.86% |
| Asset class | equity | mixed asset |
| Region | global | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +32.8% | +15.7% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 17.51% | 9.86% |
| Max drawdown | -24.09% | -11.66% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.