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PFOE vs CGBL

Pathfinder Focused Opportunities ETF vs Capital Group Core Balanced ETF

PFOE

Pathfinder Focused Opportunities ETF

Annual cost

0.59%

Fund size

$79M

CGBL

Capital Group Core Balanced ETF

Annual cost

0.33%

Fund size

$6.7B

Key differences

PFOE is an equity ETF, while CGBL is a mixed asset ETF. PFOE charges 0.59% a year and CGBL 0.33%.

  • PFOE is an equity fund, while CGBL is a mixed asset fund. They carry different risk/return profiles.
  • CGBL costs 0.26% less per year.
  • CGBL is much larger than PFOE. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

PFOECGBL
Annual cost (TER)0.59%0.33%
Fund size (AUM)$79M$6.7B
Since20252023
Dividend yield1.86%
Asset classequitymixed asset
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+15.7%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y9.86%
Max drawdown-18.19%-11.66%

Similar to PFOE and CGBL