CGBL
Price
$34.63
Change
-$0.41 (-1.17%)
Updated
Nov 13 closing price
Net Assets
3.87B
Intraday BUY SELL Signals
OCIO
Price
$37.25
Change
-$0.52 (-1.38%)
Updated
Nov 13 closing price
Net Assets
166.04M
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$34.63
Change-$0.41 (-1.17%)
Volume$984.19K
Net Assets3.87B
ClearShares OCIO ETF
Price$37.25
Change-$0.52 (-1.38%)
Volume$418
Net Assets166.04M
CGBL vs OCIO Comparison Chart in %
CGBL
Daily Signal:
Gain/Loss:
OCIO
Daily Signal:
Gain/Loss:
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VS
CGBL vs. OCIO commentary
Nov 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 StrongBuy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
CGBL has more net assets: 3.87B vs. OCIO (166M). CGBL (12.335) and OCIO (11.976) have matching annual dividend yield . 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 YTD12.33511.976103%
Net Assets3.87B166M2,329%
Total Expense Ratio0.330.6551%
Turnover24.0055.0044%
Yield1.951.73113%
Fund Existence2 years8 years-
TECHNICAL ANALYSIS
Technical Analysis
CGBLOCIO
RSI
ODDS (%)
N/A
Bearish Trend 3 days ago
64%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
57%
Bearish Trend 3 days ago
56%
Momentum
ODDS (%)
Bearish Trend 1 day ago
69%
Bullish Trend 3 days ago
79%
MACD
ODDS (%)
Bearish Trend 1 day ago
70%
Bearish Trend 3 days ago
56%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
89%
Bullish Trend 3 days ago
77%
TrendMonth
ODDS (%)
Bearish Trend 1 day ago
56%
Bullish Trend 3 days ago
73%
Advances
ODDS (%)
Bullish Trend 3 days ago
88%
Bullish Trend 3 days ago
71%
Declines
ODDS (%)
Bearish Trend 11 days ago
51%
Bearish Trend about 1 month ago
55%
BollingerBands
ODDS (%)
Bullish Trend 4 days ago
85%
Bearish Trend 3 days ago
65%
Aroon
ODDS (%)
Bullish Trend 1 day ago
90%
Bullish Trend 3 days ago
71%
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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%
-1.17%
BX - CGBL
78%
Closely correlated
-3.35%
APO - CGBL
78%
Closely correlated
-3.65%
KKR - CGBL
77%
Closely correlated
-1.89%
ARES - CGBL
76%
Closely correlated
-3.40%
OWL - CGBL
75%
Closely correlated
-1.72%
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%
+0.15%
FIG - OCIO
15%
Poorly correlated
-1.08%