- Mawer Balanced Fund Series A (MAW104)
- Vanguard Balanced ETF Portfolio (VBAL)
- iShares Core Balanced ETF Portfolio (XBAL)
Q: I currently have an RESP invested in the Mawer Balanced Fund (MAW104) which I've been pleased with performance (we'll be needing it in about 6-7 years). Considering switching this to either XBAL or VBAL to lower fees and hopefully improve returns accordingly.
I've read some of your answers to Mawer Balanced vs. the XBAL and VBAL ETF's. Would like your opinion on XBAL vs. VBAL for this account. The new XBAL mandate is pretty much the same as VBAL, but it's MER is slightly lower at 0.18% vs. 0.22%. XBAL is much smaller than VBAL currently, but I expect will catch up quickly, and they'll probably match MER's over time.
Do you recommend either of XBAL or VBAL over each other, and suggest even bothering switching from Mawer Balanced Fund in the first place? They all seem like good options!
I've read some of your answers to Mawer Balanced vs. the XBAL and VBAL ETF's. Would like your opinion on XBAL vs. VBAL for this account. The new XBAL mandate is pretty much the same as VBAL, but it's MER is slightly lower at 0.18% vs. 0.22%. XBAL is much smaller than VBAL currently, but I expect will catch up quickly, and they'll probably match MER's over time.
Do you recommend either of XBAL or VBAL over each other, and suggest even bothering switching from Mawer Balanced Fund in the first place? They all seem like good options!