CGBL
Price
$34.51
Change
+$0.13 (+0.38%)
Updated
Sep 8, 12:43 PM (EDT)
Net Assets
3.28B
SOR
Price
$45.02
Change
+$0.26 (+0.58%)
Updated
Sep 8, 12:45 PM (EDT)
Net Assets
387.11M
Interact to see
Advertisement

CGBL vs SOR

Header iconCGBL vs SOR Comparison
Open Charts CGBL vs SORBanner chart's image
Capital Group Core Balanced ETF
Price$34.51
Change+$0.13 (+0.38%)
Volume$1.17K
Net Assets3.28B
Source Capital
Price$45.02
Change+$0.26 (+0.58%)
Volume$100
Net Assets387.11M
CGBL vs SOR Comparison Chart in %
Loading...
CGBL
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SOR
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
View a ticker or compare two or three
VS
CGBL vs. SOR commentary
Sep 08, 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 StrongBuy.

Interact to see
Advertisement
SUMMARIES
Loading...
FUNDAMENTALS
Fundamentals
CGBL has more net assets: 3.28B vs. SOR (387M). CGBL has a higher annual dividend yield than SOR: CGBL (10.930) vs SOR (7.045). 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 YTD10.9307.045155%
Net Assets3.28B387M848%
Total Expense Ratio0.330.00-
Turnover24.0011.00218%
Yield1.8910.9817%
Fund Existence2 years57 years-
TECHNICAL ANALYSIS
Technical Analysis
CGBLSOR
RSI
ODDS (%)
N/A
Bearish Trend 4 days ago
88%
Stochastic
ODDS (%)
Bearish Trend 4 days ago
52%
Bearish Trend 4 days ago
75%
Momentum
ODDS (%)
Bullish Trend 4 days ago
90%
Bullish Trend 7 days ago
90%
MACD
ODDS (%)
Bullish Trend 4 days ago
88%
Bullish Trend 4 days ago
90%
TrendWeek
ODDS (%)
Bullish Trend 4 days ago
89%
Bullish Trend 4 days ago
90%
TrendMonth
ODDS (%)
Bullish Trend 4 days ago
90%
Bullish Trend 4 days ago
90%
Advances
ODDS (%)
Bullish Trend 4 days ago
87%
Bullish Trend 4 days ago
90%
Declines
ODDS (%)
Bearish Trend 7 days ago
53%
Bearish Trend 6 days ago
67%
BollingerBands
ODDS (%)
Bullish Trend 6 days ago
83%
Bearish Trend 4 days ago
71%
Aroon
ODDS (%)
Bullish Trend 4 days ago
88%
Bullish Trend 4 days ago
90%
View a ticker or compare two or three
Interact to see
Advertisement
CGBL
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SOR
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
JERAX12.310.15
+1.23%
Janus Henderson Global Real Estate A
TROZX22.310.06
+0.27%
T. Rowe Price International Value Eq Z
QIACX52.82N/A
N/A
Federated Hermes MDT All Cap Core IS
CVAIX24.87-0.08
-0.32%
Calamos Select Fund I
FSPCX92.80-1.21
-1.29%
Fidelity Select Insurance Port

CGBL and

Correlation & Price change

A.I.dvisor indicates that over the last year, CGBL has been closely correlated with KKR. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if CGBL jumps, then KKR could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CGBL
1D Price
Change %
CGBL100%
+0.47%
KKR - CGBL
79%
Closely correlated
-1.33%
BX - CGBL
79%
Closely correlated
+0.05%
APO - CGBL
78%
Closely correlated
-2.38%
ARES - CGBL
78%
Closely correlated
-1.52%
OWL - CGBL
77%
Closely correlated
-1.44%
More

SOR and

Correlation & Price change

A.I.dvisor tells us that SOR and FIG have been poorly correlated (+4% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that SOR and FIG's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SOR
1D Price
Change %
SOR100%
+0.18%
FIG - SOR
4%
Poorly correlated
+0.55%