CGBL
Price
$35.00
Change
+$0.25 (+0.72%)
Updated
Oct 20, 04:59 PM (EDT)
Net Assets
3.65B
Intraday Buy/Sell Signals
SOR
Price
$45.35
Change
+$0.27 (+0.60%)
Updated
Oct 20, 04:46 PM (EDT)
Net Assets
390.5M
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$35.00
Change+$0.25 (+0.72%)
Volume$6.83K
Net Assets3.65B
Source Capital
Price$45.35
Change+$0.27 (+0.60%)
Volume$734
Net Assets390.5M
CGBL vs SOR Comparison Chart in %
CGBL
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SOR
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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CGBL vs. SOR commentary
Oct 21, 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: 3.65B vs. SOR (390M). CGBL has a higher annual dividend yield than SOR: CGBL (12.724) vs SOR (8.804). 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 YTD12.7248.804145%
Net Assets3.65B390M936%
Total Expense Ratio0.330.00-
Turnover24.0011.00218%
Yield1.9610.8818%
Fund Existence2 years57 years-
TECHNICAL ANALYSIS
Technical Analysis
CGBLSOR
RSI
ODDS (%)
Bearish Trend 4 days ago
52%
Bearish Trend 4 days ago
62%
Stochastic
ODDS (%)
Bearish Trend 4 days ago
61%
Bullish Trend 4 days ago
90%
Momentum
ODDS (%)
Bearish Trend 4 days ago
57%
Bullish Trend 4 days ago
90%
MACD
ODDS (%)
Bearish Trend 4 days ago
44%
Bearish Trend 4 days ago
76%
TrendWeek
ODDS (%)
Bullish Trend 4 days ago
89%
Bearish Trend 4 days ago
67%
TrendMonth
ODDS (%)
Bullish Trend 4 days ago
90%
Bullish Trend 4 days ago
90%
Advances
ODDS (%)
Bullish Trend 6 days ago
87%
Bullish Trend 5 days ago
90%
Declines
ODDS (%)
Bearish Trend 4 days ago
51%
Bearish Trend 11 days ago
67%
BollingerBands
ODDS (%)
Bullish Trend 4 days ago
90%
Bearish Trend 4 days ago
65%
Aroon
ODDS (%)
Bullish Trend 4 days ago
89%
Bullish Trend 4 days ago
90%
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CGBL
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SOR
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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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%
-0.03%
BX - CGBL
78%
Closely correlated
-1.05%
APO - CGBL
78%
Closely correlated
+0.45%
KKR - CGBL
78%
Closely correlated
+0.07%
ARES - CGBL
76%
Closely correlated
+0.45%
OWL - CGBL
76%
Closely correlated
+1.83%
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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%
-1.11%
C - SOR
9%
Poorly correlated
+0.84%
IFF - SOR
5%
Poorly correlated
+1.84%
CMCSA - SOR
4%
Poorly correlated
+0.96%
ADI - SOR
3%
Poorly correlated
+0.52%
TEL - SOR
2%
Poorly correlated
-0.54%
More