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XRLX vs CGBL
FundX Conservative ETF vs Capital Group Core Balanced ETF
Key differences
- CGBL costs 0.87% less per year.
- CGBL is significantly larger than XRLX — larger funds tend to be more liquid and less likely to close.
- XRLX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XRLX | CGBL | |
|---|---|---|
| Annual cost (TER) | 1.20% | 0.33% |
| Fund size (AUM) | $51M | $6.1B |
| Since | 2002 | 2023 |
| Dividend yield | 2.68% | 1.92% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +17.7% | +19.6% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 8.09% | 9.65% |
| Max drawdown | -15.34% | -11.66% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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