CGBL
Price
$34.62
Change
-$0.42 (-1.20%)
Updated
Nov 13, 04:59 PM (EDT)
Net Assets
3.9B
Intraday BUY SELL Signals
SOR
Price
$45.57
Change
-$0.26 (-0.57%)
Updated
Nov 13, 04:48 PM (EDT)
Net Assets
395.93M
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$34.62
Change-$0.42 (-1.20%)
Volume$5.11K
Net Assets3.9B
Source Capital
Price$45.57
Change-$0.26 (-0.57%)
Volume$100
Net Assets395.93M
CGBL vs SOR Comparison Chart in %
CGBL
Daily Signal:
Gain/Loss:
SOR
Daily Signal:
Gain/Loss:
View a ticker or compare two or three
VS
CGBL vs. SOR 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 SOR is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
CGBL has more net assets: 3.9B vs. SOR (396M). CGBL has a higher annual dividend yield than SOR: CGBL (13.665) vs SOR (10.612). 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 YTD13.66510.612129%
Net Assets3.9B396M986%
Total Expense Ratio0.330.00-
Turnover24.0011.00218%
Yield1.9510.8018%
Fund Existence2 years57 years-
TECHNICAL ANALYSIS
Technical Analysis
CGBLSOR
RSI
ODDS (%)
N/A
Bearish Trend 4 days ago
58%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
52%
Bearish Trend 2 days ago
77%
Momentum
ODDS (%)
Bearish Trend 2 days ago
66%
Bullish Trend 2 days ago
90%
MACD
ODDS (%)
Bearish Trend 2 days ago
70%
Bearish Trend 2 days ago
78%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
89%
Bullish Trend 2 days ago
90%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
90%
Advances
ODDS (%)
Bullish Trend 2 days ago
88%
Bullish Trend 10 days ago
90%
Declines
ODDS (%)
Bearish Trend 10 days ago
51%
Bearish Trend 23 days ago
67%
BollingerBands
ODDS (%)
Bullish Trend 3 days ago
85%
N/A
Aroon
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 4 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%
+0.26%
BX - CGBL
78%
Closely correlated
-0.43%
APO - CGBL
78%
Closely correlated
+0.53%
KKR - CGBL
77%
Closely correlated
+1.41%
ARES - CGBL
76%
Closely correlated
-0.12%
OWL - CGBL
75%
Closely correlated
N/A
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%
+0.58%
C - SOR
9%
Poorly correlated
+2.09%
IFF - SOR
5%
Poorly correlated
+0.15%
CMCSA - SOR
4%
Poorly correlated
+1.60%
ADI - SOR
3%
Poorly correlated
+3.44%
TEL - SOR
2%
Poorly correlated
-0.34%
More