CGBL
Price
$35.35
Change
-$0.41 (-1.15%)
Updated
Dec 12 closing price
Net Assets
4.22B
Intraday BUY SELL Signals
OCIO
Price
$37.59
Change
-$0.35 (-0.92%)
Updated
Dec 12 closing price
Net Assets
169.13M
Intraday BUY SELL Signals
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CGBL vs OCIO

Header iconCGBL vs OCIO Comparison
Open Charts CGBL vs OCIOBanner chart's image
Capital Group Core Balanced ETF
Price$35.35
Change-$0.41 (-1.15%)
Volume$1M
Net Assets4.22B
ClearShares OCIO ETF
Price$37.59
Change-$0.35 (-0.92%)
Volume$290
Net Assets169.13M
CGBL vs OCIO Comparison Chart in %
CGBL
Daily Signal:
Gain/Loss:
OCIO
Daily Signal:
Gain/Loss:
View a ticker or compare two or three
VS
CGBL vs. OCIO commentary
Dec 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 OCIO is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
CGBL has more net assets: 4.22B vs. OCIO (169M). CGBL has a higher annual dividend yield than OCIO: CGBL (16.001) vs OCIO (12.480). CGBL was incepted earlier than OCIO: CGBL (2 years) vs OCIO (8 years). CGBL (0.33) has a lower expense ratio than OCIO (0.65). OCIO has a higher turnover CGBL (24.00) vs CGBL (24.00).
CGBLOCIOCGBL / OCIO
Gain YTD16.00112.480128%
Net Assets4.22B169M2,498%
Total Expense Ratio0.330.6551%
Turnover24.0055.0044%
Yield1.931.73111%
Fund Existence2 years8 years-
TECHNICAL ANALYSIS
Technical Analysis
CGBLOCIO
RSI
ODDS (%)
Bearish Trend 3 days ago
60%
Bearish Trend 3 days ago
49%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
65%
Bearish Trend 3 days ago
56%
Momentum
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
68%
MACD
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
73%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
89%
Bullish Trend 3 days ago
76%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
72%
Advances
ODDS (%)
Bullish Trend 3 days ago
86%
Bullish Trend 11 days ago
71%
Declines
ODDS (%)
Bearish Trend 26 days ago
51%
Bearish Trend 26 days ago
55%
BollingerBands
ODDS (%)
Bullish Trend 3 days ago
86%
Bullish Trend 3 days ago
74%
Aroon
ODDS (%)
Bearish Trend 3 days ago
88%
Bearish Trend 3 days ago
60%
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CGBL
Daily Signal:
Gain/Loss:
OCIO
Daily Signal:
Gain/Loss:
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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%
+0.53%
BX - CGBL
78%
Closely correlated
-1.59%
APO - CGBL
78%
Closely correlated
+0.84%
KKR - CGBL
77%
Closely correlated
+0.87%
ARES - CGBL
76%
Closely correlated
-0.79%
OWL - CGBL
75%
Closely correlated
-2.72%
More

OCIO and

Correlation & Price change

A.I.dvisor tells us that OCIO and FIG have been poorly correlated (+15% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that OCIO and FIG's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To OCIO
1D Price
Change %
OCIO100%
+0.72%
FIG - OCIO
15%
Poorly correlated
-1.45%