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CGBL vs MVFD
CGBL vs MVFD Comparison
Open Charts CGBL vs MVFD
Capital Group Core Balanced ETF
Price$33.44
Change+$0.12 (+0.36%)
Volume$568.55K
Net Assets2.52B
Monarch Volume Factor Dividend Tree ETF
Price$25.88
Change-$0.03 (-0.12%)
Volume$1.49K
Net Assets70.12M
CGBL vs MVFD Comparison Chart in %
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CGBL vs. MVFD commentary
Jun 30, 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 Buy.
SUMMARIES
FUNDAMENTALS
Fundamentals
CGBL has more net assets: 2.52B vs. MVFD (70.1M). CGBL has a higher annual dividend yield than MVFD: CGBL (7.367) vs MVFD (0.274). CGBL was incepted earlier than MVFD: CGBL (2 years) vs MVFD (1 year). CGBL (0.33) has a lower expense ratio than MVFD (1.25). MVFD has a higher turnover CGBL (24.00) vs CGBL (24.00).
| CGBL | MVFD | CGBL / MVFD | |
| Gain YTD | 7.367 | 0.274 | 2,690% |
| Net Assets | 2.52B | 70.1M | 3,593% |
| Total Expense Ratio | 0.33 | 1.25 | 26% |
| Turnover | 24.00 | 264.00 | 9% |
| Yield | 1.92 | 1.57 | 123% |
| Fund Existence | 2 years | 1 year | - |
TECHNICAL ANALYSIS
Technical Analysis
| CGBL | MVFD | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 55% | N/A |
| Stochastic ODDS (%) | 3 days ago 55% | 3 days ago 76% |
| Momentum ODDS (%) | 3 days ago 90% | 3 days ago 89% |
| MACD ODDS (%) | 3 days ago 87% | 3 days ago 90% |
| TrendWeek ODDS (%) | 3 days ago 89% | 3 days ago 77% |
| TrendMonth ODDS (%) | 3 days ago 90% | 3 days ago 74% |
| Advances ODDS (%) | 3 days ago 88% | 3 days ago 79% |
| Declines ODDS (%) | 10 days ago 54% | N/A |
| BollingerBands ODDS (%) | 3 days ago 65% | 3 days ago 90% |
| Aroon ODDS (%) | 3 days ago 89% | 3 days ago 60% |
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Interesting Tickers
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 79% 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 % | ||
|---|---|---|---|---|
| CGBL | 100% | +0.36% | ||
| BX - CGBL | 79% Closely correlated | +1.98% | ||
| APO - CGBL | 78% Closely correlated | +2.56% | ||
| ARES - CGBL | 78% Closely correlated | +1.21% | ||
| KKR - CGBL | 78% Closely correlated | +1.78% | ||
| IR - CGBL | 75% Closely correlated | -0.79% | ||
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MVFD and
Correlation & Price change
A.I.dvisor indicates that over the last year, MVFD has been closely correlated with PFG. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if MVFD jumps, then PFG could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To MVFD | 1D Price Change % | ||
|---|---|---|---|---|
| MVFD | 100% | +0.26% | ||
| PFG - MVFD | 76% Closely correlated | +2.76% | ||
| JHG - MVFD | 75% Closely correlated | +1.57% | ||
| DCI - MVFD | 75% Closely correlated | -0.53% | ||
| DOV - MVFD | 73% Closely correlated | +1.81% | ||
| ZWS - MVFD | 73% Closely correlated | -0.33% | ||
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