CGBL
Price
$34.85
Change
+$0.14 (+0.40%)
Updated
Sep 26 closing price
Net Assets
3.48B
MVFD
Price
$27.21
Change
+$0.09 (+0.33%)
Updated
Sep 26 closing price
Net Assets
75.84M
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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$34.85
Change+$0.14 (+0.40%)
Volume$802.43K
Net Assets3.48B
Monarch Volume Factor Dividend Tree ETF
Price$27.21
Change+$0.09 (+0.33%)
Volume$343
Net Assets75.84M
CGBL vs MVFD Comparison Chart in %
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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 vs. MVFD commentary
Sep 27, 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 StrongBuy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
CGBL has more net assets: 3.48B vs. MVFD (75.8M). CGBL has a higher annual dividend yield than MVFD: CGBL (12.447) vs MVFD (5.842). 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 YTD12.4475.842213%
Net Assets3.48B75.8M4,592%
Total Expense Ratio0.331.1928%
Turnover24.00264.009%
Yield1.891.44132%
Fund Existence2 years2 years-
TECHNICAL ANALYSIS
Technical Analysis
CGBLMVFD
RSI
ODDS (%)
Bearish Trend 1 day ago
50%
Bearish Trend 1 day ago
67%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
56%
Bullish Trend 1 day ago
90%
Momentum
ODDS (%)
Bullish Trend 1 day ago
90%
Bullish Trend 1 day ago
90%
MACD
ODDS (%)
Bearish Trend 1 day ago
59%
Bearish Trend 1 day ago
67%
TrendWeek
ODDS (%)
Bearish Trend 1 day ago
55%
Bullish Trend 1 day ago
79%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
90%
Bearish Trend 1 day ago
62%
Advances
ODDS (%)
Bullish Trend 9 days ago
87%
Bullish Trend 4 days ago
81%
Declines
ODDS (%)
Bearish Trend 3 days ago
52%
Bearish Trend 13 days ago
70%
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
65%
Bearish Trend 4 days ago
83%
Aroon
ODDS (%)
Bullish Trend 1 day ago
88%
Bullish Trend 1 day ago
85%
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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 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 %
CGBL100%
+0.40%
BX - CGBL
79%
Closely correlated
-0.16%
KKR - CGBL
78%
Closely correlated
-1.22%
APO - CGBL
77%
Closely correlated
+1.10%
ARES - CGBL
76%
Closely correlated
-0.17%
OWL - CGBL
76%
Closely correlated
+2.30%
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%
+0.74%
BRSL - MVFD
57%
Loosely correlated
+1.12%
AOS - MVFD
15%
Poorly correlated
+1.47%
LOW - MVFD
15%
Poorly correlated
+0.62%
DGX - MVFD
13%
Poorly correlated
+1.94%
POOL - MVFD
12%
Poorly correlated
+0.26%
More