CGBL
Price
$33.91
Change
-$0.12 (-0.35%)
Updated
Aug 15 closing price
Net Assets
3.08B
SOR
Price
$43.77
Change
+$0.09 (+0.21%)
Updated
Aug 15 closing price
Net Assets
381.12M
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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$33.91
Change-$0.12 (-0.35%)
Volume$629.08K
Net Assets3.08B
Source Capital
Price$43.77
Change+$0.09 (+0.21%)
Volume$2.5K
Net Assets381.12M
CGBL vs SOR Comparison Chart in %
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CGBL
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SOR
Daily Signalchanged days ago
Gain/Loss if bought
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CGBL vs. SOR commentary
Aug 18, 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.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
CGBL has more net assets: 3.08B vs. SOR (381M). CGBL has a higher annual dividend yield than SOR: CGBL (9.414) vs SOR (4.677). 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 YTD9.4144.677201%
Net Assets3.08B381M808%
Total Expense Ratio0.330.00-
Turnover24.0011.00218%
Yield1.9111.2017%
Fund Existence2 years57 years-
TECHNICAL ANALYSIS
Technical Analysis
CGBLSOR
RSI
ODDS (%)
Bearish Trend 3 days ago
64%
Bearish Trend 3 days ago
62%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
54%
Bullish Trend 3 days ago
90%
Momentum
ODDS (%)
Bullish Trend 3 days ago
89%
Bullish Trend 3 days ago
90%
MACD
ODDS (%)
Bearish Trend 5 days ago
53%
Bearish Trend 3 days ago
66%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
90%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
90%
Advances
ODDS (%)
Bullish Trend 5 days ago
88%
Bullish Trend 5 days ago
90%
Declines
ODDS (%)
Bearish Trend 3 days ago
51%
Bearish Trend 19 days ago
67%
BollingerBands
ODDS (%)
Bullish Trend 3 days ago
90%
N/A
Aroon
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 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 APO. 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 APO could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CGBL
1D Price
Change %
CGBL100%
-0.35%
APO - CGBL
79%
Closely correlated
-0.92%
KKR - CGBL
79%
Closely correlated
-2.59%
BX - CGBL
78%
Closely correlated
N/A
ARES - CGBL
78%
Closely correlated
-1.40%
OWL - CGBL
76%
Closely correlated
-3.15%
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%
+0.21%
FIG - SOR
4%
Poorly correlated
+4.08%