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CGBL vs UPAR
CGBL vs UPAR Comparison
Open Charts CGBL vs UPAR
Capital Group Core Balanced ETF
Price$33.70
Change+$0.15 (+0.45%)
Volume$372.14K
Net Assets2.59B
UPAR Ultra Risk Parity ETF
Price$13.88
Change-$0.25 (-1.77%)
Volume$100
Net Assets58.08M
CGBL vs UPAR Comparison Chart in %
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CGBL vs. UPAR 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 UPAR is a Hold.
SUMMARIES
FUNDAMENTALS
Fundamentals
CGBL has more net assets: 2.59B vs. UPAR (58.1M). UPAR has a higher annual dividend yield than CGBL: UPAR (11.908) vs CGBL (8.736). CGBL was incepted earlier than UPAR: CGBL (2 years) vs UPAR (4 years). CGBL (0.33) has a lower expense ratio than UPAR (0.65). CGBL has a higher turnover UPAR (12.00) vs UPAR (12.00).
| CGBL | UPAR | CGBL / UPAR | |
| Gain YTD | 8.736 | 11.908 | 73% |
| Net Assets | 2.59B | 58.1M | 4,451% |
| Total Expense Ratio | 0.33 | 0.65 | 51% |
| Turnover | 24.00 | 12.00 | 200% |
| Yield | 1.93 | 3.70 | 52% |
| Fund Existence | 2 years | 4 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| CGBL | UPAR | |
|---|---|---|
| RSI ODDS (%) | 5 days ago 55% | 5 days ago 84% |
| Stochastic ODDS (%) | 5 days ago 64% | 5 days ago 79% |
| Momentum ODDS (%) | 5 days ago 90% | 5 days ago 76% |
| MACD ODDS (%) | 5 days ago 87% | 5 days ago 77% |
| TrendWeek ODDS (%) | 5 days ago 89% | 5 days ago 79% |
| TrendMonth ODDS (%) | 5 days ago 90% | 5 days ago 76% |
| Advances ODDS (%) | 5 days ago 88% | 6 days ago 79% |
| Declines ODDS (%) | 18 days ago 54% | N/A |
| BollingerBands ODDS (%) | 5 days ago 65% | 5 days ago 87% |
| Aroon ODDS (%) | 5 days ago 89% | 5 days ago 77% |
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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 % | ||
|---|---|---|---|---|
| CGBL | 100% | +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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UPAR and
Correlation & Price change
A.I.dvisor indicates that over the last year, UPAR has been loosely correlated with PNR. These tickers have moved in lockstep 49% of the time. This A.I.-generated data suggests there is some statistical probability that if UPAR jumps, then PNR could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To UPAR | 1D Price Change % | ||
|---|---|---|---|---|
| UPAR | 100% | N/A | ||
| PNR - UPAR | 49% Loosely correlated | +0.95% | ||
| WDS - UPAR | 46% Loosely correlated | -0.32% | ||
| SHEL - UPAR | 45% Loosely correlated | -0.50% | ||
| EXE - UPAR | 30% Poorly correlated | -1.45% | ||
| FMC - UPAR | 21% Poorly correlated | -0.49% | ||
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