CGBL
Price
$35.30
Change
+$0.14 (+0.40%)
Updated
Dec 3, 04:59 PM (EDT)
Net Assets
4.05B
Intraday BUY SELL Signals
SOR
Price
$48.70
Change
+$0.17 (+0.35%)
Updated
Dec 3, 04:59 PM (EDT)
Net Assets
395.68M
Intraday BUY SELL Signals
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CGBL vs SOR

Header iconCGBL vs SOR Comparison
Open Charts CGBL vs SORBanner chart's image
Capital Group Core Balanced ETF
Price$35.30
Change+$0.14 (+0.40%)
Volume$2.51K
Net Assets4.05B
Source Capital
Price$48.70
Change+$0.17 (+0.35%)
Volume$100
Net Assets395.68M
CGBL vs SOR Comparison Chart in %
CGBL
Daily Signal:
Gain/Loss:
SOR
Daily Signal:
Gain/Loss:
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VS
CGBL vs. SOR commentary
Dec 04, 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 SOR is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
CGBL has more net assets: 4.05B vs. SOR (396M). SOR has a higher annual dividend yield than CGBL: SOR (16.463) vs CGBL (13.941). CGBL was incepted earlier than SOR: CGBL (2 years) vs SOR (57 years). SOR (0.00) has a lower expense ratio than CGBL (0.33). CGBL has a higher turnover SOR (11.00) vs SOR (11.00).
CGBLSORCGBL / SOR
Gain YTD13.94116.46385%
Net Assets4.05B396M1,023%
Total Expense Ratio0.330.00-
Turnover24.0011.00218%
Yield1.9310.7118%
Fund Existence2 years57 years-
TECHNICAL ANALYSIS
Technical Analysis
CGBLSOR
RSI
ODDS (%)
N/A
Bearish Trend 6 days ago
86%
Stochastic
ODDS (%)
Bearish Trend 6 days ago
58%
Bearish Trend 6 days ago
69%
Momentum
ODDS (%)
Bullish Trend 6 days ago
89%
Bullish Trend 6 days ago
90%
MACD
ODDS (%)
Bullish Trend 6 days ago
85%
Bullish Trend 6 days ago
90%
TrendWeek
ODDS (%)
Bullish Trend 6 days ago
89%
Bullish Trend 6 days ago
90%
TrendMonth
ODDS (%)
Bullish Trend 6 days ago
90%
Bullish Trend 6 days ago
90%
Advances
ODDS (%)
Bullish Trend 6 days ago
86%
Bullish Trend 6 days ago
90%
Declines
ODDS (%)
Bearish Trend 16 days ago
51%
N/A
BollingerBands
ODDS (%)
Bullish Trend 6 days ago
90%
Bearish Trend 6 days ago
69%
Aroon
ODDS (%)
Bearish Trend 6 days ago
77%
Bullish Trend 6 days ago
90%
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CGBL
Daily Signal:
Gain/Loss:
SOR
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%
+0.21%
BX - CGBL
78%
Closely correlated
+0.27%
APO - CGBL
78%
Closely correlated
+0.54%
KKR - CGBL
77%
Closely correlated
+0.42%
ARES - CGBL
76%
Closely correlated
+0.20%
OWL - CGBL
75%
Closely correlated
-0.80%
More

SOR and

Correlation & Price change

A.I.dvisor tells us that SOR and C have been poorly correlated (+9% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that SOR and C's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SOR
1D Price
Change %
SOR100%
-0.70%
C - SOR
9%
Poorly correlated
+0.50%
IFF - SOR
5%
Poorly correlated
-1.05%
CMCSA - SOR
4%
Poorly correlated
+1.66%
ADI - SOR
3%
Poorly correlated
+2.45%
TEL - SOR
2%
Poorly correlated
+1.65%
More