CGBL
Price
$32.63
Change
-$0.35 (-1.06%)
Updated
Jun 13 closing price
Net Assets
2.37B
MSMR
Price
$30.55
Change
-$0.17 (-0.55%)
Updated
Jun 13 closing price
Net Assets
129.78M
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CGBL vs MSMR

Header iconCGBL vs MSMR Comparison
Open Charts CGBL vs MSMRBanner chart's image
Capital Group Core Balanced ETF
Price$32.63
Change-$0.35 (-1.06%)
Volume$538.09K
Net Assets2.37B
McElhenny Sheffield Managed Risk ETF
Price$30.55
Change-$0.17 (-0.55%)
Volume$9.02K
Net Assets129.78M
CGBL vs MSMR Comparison Chart
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CGBL
Daily Signalchanged days ago
Gain/Loss if bought
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MSMR
Daily Signalchanged days ago
Gain/Loss if bought
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CGBL vs. MSMR commentary
Jun 14, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CGBL is a Buy and MSMR is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
CGBL has more net assets: 2.37B vs. MSMR (130M). CGBL has a higher annual dividend yield than MSMR: CGBL (4.766) vs MSMR (1.380). CGBL was incepted earlier than MSMR: CGBL (2 years) vs MSMR (4 years). CGBL (0.33) has a lower expense ratio than MSMR (0.99). MSMR has a higher turnover CGBL (24.00) vs CGBL (24.00).
CGBLMSMRCGBL / MSMR
Gain YTD4.7661.380345%
Net Assets2.37B130M1,826%
Total Expense Ratio0.330.9933%
Turnover24.00612.004%
Yield1.922.5974%
Fund Existence2 years4 years-
TECHNICAL ANALYSIS
Technical Analysis
CGBLMSMR
RSI
ODDS (%)
Bearish Trend 2 days ago
44%
Bearish Trend 25 days ago
53%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
59%
N/A
Momentum
ODDS (%)
N/A
N/A
MACD
ODDS (%)
N/A
N/A
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
89%
Bullish Trend 25 days ago
71%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 25 days ago
80%
Advances
ODDS (%)
Bullish Trend 3 days ago
88%
Bullish Trend 26 days ago
69%
Declines
ODDS (%)
Bearish Trend 25 days ago
55%
N/A
BollingerBands
ODDS (%)
Bearish Trend 3 days ago
69%
N/A
Aroon
ODDS (%)
Bullish Trend 2 days ago
88%
Bullish Trend 25 days ago
80%
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CGBL
Daily Signalchanged days ago
Gain/Loss if bought
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MSMR
Daily Signalchanged days ago
Gain/Loss if bought
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CGBL and

Correlation & Price change

A.I.dvisor indicates that over the last year, CGBL has been closely correlated with BX. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if CGBL jumps, then BX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CGBL
1D Price
Change %
CGBL100%
-1.06%
BX - CGBL
78%
Closely correlated
-3.11%
ARES - CGBL
77%
Closely correlated
-2.49%
APO - CGBL
77%
Closely correlated
-4.34%
KKR - CGBL
76%
Closely correlated
-3.12%
OWL - CGBL
74%
Closely correlated
-2.71%
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