CGBL
Price
$33.51
Change
-$0.19 (-0.56%)
Updated
Jul 7, 04:59 PM (EDT)
Net Assets
2.59B
SOR
Price
$43.71
Change
-$0.27 (-0.61%)
Updated
Jul 7, 01:42 PM (EDT)
Net Assets
379.4M
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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$33.51
Change-$0.19 (-0.56%)
Volume$6.55K
Net Assets2.59B
Source Capital
Price$43.71
Change-$0.27 (-0.61%)
Volume$1.02K
Net Assets379.4M
CGBL vs SOR Comparison Chart in %
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CGBL
Daily Signalchanged days ago
Gain/Loss if bought
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SOR
Daily Signalchanged days ago
Gain/Loss if bought
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CGBL vs. SOR commentary
Jul 07, 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 Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
CGBL has more net assets: 2.59B vs. SOR (379M). CGBL has a higher annual dividend yield than SOR: CGBL (8.736) vs SOR (4.193). 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 YTD8.7364.193208%
Net Assets2.59B379M682%
Total Expense Ratio0.330.00-
Turnover24.0011.00218%
Yield1.9311.2317%
Fund Existence2 years57 years-
TECHNICAL ANALYSIS
Technical Analysis
CGBLSOR
RSI
ODDS (%)
Bearish Trend 5 days ago
55%
Bearish Trend 5 days ago
79%
Stochastic
ODDS (%)
Bearish Trend 5 days ago
64%
Bearish Trend 5 days ago
74%
Momentum
ODDS (%)
Bullish Trend 5 days ago
90%
Bullish Trend 5 days ago
90%
MACD
ODDS (%)
Bullish Trend 5 days ago
87%
Bullish Trend 5 days ago
90%
TrendWeek
ODDS (%)
Bullish Trend 5 days ago
89%
Bullish Trend 5 days ago
90%
TrendMonth
ODDS (%)
Bullish Trend 5 days ago
90%
Bullish Trend 5 days ago
90%
Advances
ODDS (%)
Bullish Trend 5 days ago
88%
Bullish Trend 8 days ago
90%
Declines
ODDS (%)
Bearish Trend 18 days ago
54%
Bearish Trend 25 days ago
68%
BollingerBands
ODDS (%)
Bearish Trend 5 days ago
65%
Bearish Trend 5 days ago
70%
Aroon
ODDS (%)
Bullish Trend 5 days ago
89%
Bullish Trend 5 days ago
90%
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CGBL
Daily Signalchanged days ago
Gain/Loss if bought
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SOR
Daily Signalchanged days ago
Gain/Loss if bought
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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%
+0.45%
BX - CGBL
78%
Closely correlated
+1.02%
APO - CGBL
78%
Closely correlated
+1.18%
ARES - CGBL
78%
Closely correlated
-0.01%
KKR - CGBL
78%
Closely correlated
+3.03%
IR - CGBL
75%
Closely correlated
+0.50%
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