CGBL
Price
$34.75
Change
-$0.01 (-0.03%)
Updated
Oct 17 closing price
Net Assets
3.65B
MVFD
Price
$26.93
Change
+$0.03 (+0.11%)
Updated
Oct 17 closing price
Net Assets
75.31M
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CGBL vs MVFD

Header iconCGBL vs MVFD Comparison
Open Charts CGBL vs MVFDBanner chart's image
Capital Group Core Balanced ETF
Price$34.75
Change-$0.01 (-0.03%)
Volume$1.08M
Net Assets3.65B
Monarch Volume Factor Dividend Tree ETF
Price$26.93
Change+$0.03 (+0.11%)
Volume$2.28K
Net Assets75.31M
CGBL vs MVFD Comparison Chart in %
CGBL
Daily Signalchanged days ago
Gain/Loss if bought
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MVFD
Daily Signalchanged days ago
Gain/Loss if bought
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CGBL vs. MVFD commentary
Oct 18, 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 Hold and MVFD is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
CGBL has more net assets: 3.65B vs. MVFD (75.3M). CGBL has a higher annual dividend yield than MVFD: CGBL (12.724) vs MVFD (4.760). CGBL was incepted earlier than MVFD: CGBL (2 years) vs MVFD (2 years). CGBL (0.33) has a lower expense ratio than MVFD (1.19). MVFD has a higher turnover CGBL (24.00) vs CGBL (24.00).
CGBLMVFDCGBL / MVFD
Gain YTD12.7244.760267%
Net Assets3.65B75.3M4,849%
Total Expense Ratio0.331.1928%
Turnover24.00264.009%
Yield1.961.35145%
Fund Existence2 years2 years-
TECHNICAL ANALYSIS
Technical Analysis
CGBLMVFD
RSI
ODDS (%)
Bearish Trend 2 days ago
52%
Bullish Trend 2 days ago
90%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
61%
Bullish Trend 2 days ago
89%
Momentum
ODDS (%)
Bearish Trend 2 days ago
57%
Bearish Trend 2 days ago
65%
MACD
ODDS (%)
Bearish Trend 2 days ago
44%
Bearish Trend 2 days ago
69%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
89%
Bullish Trend 2 days ago
78%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
90%
Bearish Trend 2 days ago
62%
Advances
ODDS (%)
Bullish Trend 4 days ago
87%
Bullish Trend 4 days ago
79%
Declines
ODDS (%)
Bearish Trend 2 days ago
51%
Bearish Trend 9 days ago
69%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
90%
Aroon
ODDS (%)
Bullish Trend 2 days ago
89%
Bearish Trend 2 days ago
76%
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CGBL
Daily Signalchanged days ago
Gain/Loss if bought
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MVFD
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%
-0.03%
BX - CGBL
78%
Closely correlated
-1.05%
KKR - CGBL
78%
Closely correlated
+0.07%
APO - CGBL
78%
Closely correlated
+0.45%
ARES - CGBL
76%
Closely correlated
+0.45%
OWL - CGBL
76%
Closely correlated
+1.83%
More

MVFD and

Correlation & Price change

A.I.dvisor indicates that over the last year, MVFD has been loosely correlated with BRSL. These tickers have moved in lockstep 57% of the time. This A.I.-generated data suggests there is some statistical probability that if MVFD jumps, then BRSL could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MVFD
1D Price
Change %
MVFD100%
+0.12%
BRSL - MVFD
57%
Loosely correlated
-0.59%
AOS - MVFD
16%
Poorly correlated
+0.50%
LOW - MVFD
16%
Poorly correlated
+0.66%
CINF - MVFD
15%
Poorly correlated
+1.08%
WSM - MVFD
15%
Poorly correlated
-0.79%
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