CGBL
Price
$35.98
Change
+$1.21 (+3.48%)
Updated
Feb 3 closing price
Net Assets
5.03B
Intraday BUY SELL Signals
SOR
Price
$49.35
Change
+$3.84 (+8.44%)
Updated
Feb 3 closing price
Net Assets
404.4M
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$35.98
Change+$1.21 (+3.48%)
Volume$986.62K
Net Assets5.03B
Source Capital
Price$49.35
Change+$3.84 (+8.44%)
Volume$12.25K
Net Assets404.4M
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
Feb 04, 2026

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 Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
CGBL has more net assets: 5.03B vs. SOR (404M). SOR has a higher annual dividend yield than CGBL: SOR (8.315) vs CGBL (1.840). 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 YTD1.8408.31522%
Net Assets5.03B404M1,245%
Total Expense Ratio0.330.00-
Turnover24.0011.00218%
Yield1.945.0938%
Fund Existence2 years57 years-
TECHNICAL ANALYSIS
Technical Analysis
CGBLSOR
RSI
ODDS (%)
Bearish Trend 1 day ago
65%
Bearish Trend 1 day ago
85%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
59%
Bearish Trend 1 day ago
80%
Momentum
ODDS (%)
Bullish Trend 1 day ago
90%
Bullish Trend 1 day ago
90%
MACD
ODDS (%)
Bearish Trend 1 day ago
71%
Bullish Trend 1 day ago
90%
TrendWeek
ODDS (%)
Bearish Trend 1 day ago
57%
Bullish Trend 1 day ago
90%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
90%
Bullish Trend 1 day ago
90%
Advances
ODDS (%)
Bullish Trend 14 days ago
87%
Bullish Trend 1 day ago
90%
Declines
ODDS (%)
Bearish Trend 6 days ago
52%
Bearish Trend 16 days ago
66%
BollingerBands
ODDS (%)
N/A
Bearish Trend 1 day ago
82%
Aroon
ODDS (%)
Bullish Trend 1 day ago
89%
Bullish Trend 1 day 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%
-0.58%
BX - CGBL
78%
Closely correlated
-5.24%
APO - CGBL
78%
Closely correlated
-4.76%
KKR - CGBL
77%
Closely correlated
-9.69%
ARES - CGBL
76%
Closely correlated
-10.15%
OWL - CGBL
76%
Closely correlated
-9.76%
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%
+0.49%
C - SOR
9%
Poorly correlated
+1.27%
IFF - SOR
5%
Poorly correlated
+0.90%
CMCSA - SOR
4%
Poorly correlated
+0.57%
ADI - SOR
3%
Poorly correlated
-1.76%
TEL - SOR
2%
Poorly correlated
-0.34%
More