CGBL
Price
$35.62
Change
-$0.20 (-0.56%)
Updated
Dec 26 closing price
Net Assets
4.41B
Intraday BUY SELL Signals
SOR
Price
$47.13
Change
+$0.06 (+0.13%)
Updated
Dec 26 closing price
Net Assets
400.12M
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$35.62
Change-$0.20 (-0.56%)
Volume$624.19K
Net Assets4.41B
Source Capital
Price$47.13
Change+$0.06 (+0.13%)
Volume$2.81K
Net Assets400.12M
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
Dec 28, 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: 4.41B vs. SOR (400M). CGBL has a higher annual dividend yield than SOR: CGBL (15.546) vs SOR (13.774). 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 YTD15.54613.774113%
Net Assets4.41B400M1,103%
Total Expense Ratio0.330.00-
Turnover24.0011.00218%
Yield1.9310.7118%
Fund Existence2 years57 years-
TECHNICAL ANALYSIS
Technical Analysis
CGBLSOR
RSI
ODDS (%)
Bearish Trend 2 days ago
57%
Bearish Trend 2 days ago
60%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
59%
Bullish Trend 2 days ago
90%
Momentum
ODDS (%)
Bearish Trend 2 days ago
64%
Bearish Trend 2 days ago
72%
MACD
ODDS (%)
Bullish Trend 2 days ago
90%
Bearish Trend 2 days ago
77%
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 4 days ago
87%
Bullish Trend 9 days ago
90%
Declines
ODDS (%)
Bearish Trend 11 days ago
54%
Bearish Trend 13 days ago
66%
BollingerBands
ODDS (%)
Bullish Trend 5 days ago
86%
Bullish Trend 2 days ago
90%
Aroon
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 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%
-0.56%
BX - CGBL
78%
Closely correlated
-0.10%
APO - CGBL
78%
Closely correlated
-0.22%
KKR - CGBL
77%
Closely correlated
-0.28%
ARES - CGBL
76%
Closely correlated
-0.20%
OWL - CGBL
75%
Closely correlated
-2.78%
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