CGBL
Price
$34.75
Change
-$0.01 (-0.03%)
Updated
Oct 17 closing price
Net Assets
3.65B
UPAR
Price
$15.55
Change
-$0.05 (-0.32%)
Updated
Oct 17 closing price
Net Assets
59.88M
Interact to see
Advertisement

CGBL vs UPAR

Header iconCGBL vs UPAR Comparison
Open Charts CGBL vs UPARBanner chart's image
Capital Group Core Balanced ETF
Price$34.75
Change-$0.01 (-0.03%)
Volume$1.08M
Net Assets3.65B
UPAR Ultra Risk Parity ETF
Price$15.55
Change-$0.05 (-0.32%)
Volume$1.84K
Net Assets59.88M
CGBL vs UPAR Comparison Chart in %
CGBL
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
UPAR
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
View a ticker or compare two or three
VS
CGBL vs. UPAR commentary
Oct 19, 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 Hold and UPAR is a Hold.

Interact to see
Advertisement
SUMMARIES
Loading...
FUNDAMENTALS
Fundamentals
CGBL has more net assets: 3.65B vs. UPAR (59.9M). UPAR has a higher annual dividend yield than CGBL: UPAR (24.199) vs CGBL (12.724). 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).
CGBLUPARCGBL / UPAR
Gain YTD12.72424.19953%
Net Assets3.65B59.9M6,095%
Total Expense Ratio0.330.6551%
Turnover24.0012.00200%
Yield1.963.8850%
Fund Existence2 years4 years-
TECHNICAL ANALYSIS
Technical Analysis
CGBLUPAR
RSI
ODDS (%)
Bearish Trend 2 days ago
52%
Bearish Trend 2 days ago
82%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
61%
Bearish Trend 2 days ago
78%
Momentum
ODDS (%)
Bearish Trend 2 days ago
57%
Bullish Trend 2 days ago
79%
MACD
ODDS (%)
Bearish Trend 2 days ago
44%
Bullish Trend 2 days ago
90%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
89%
Bullish Trend 2 days ago
81%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
79%
Advances
ODDS (%)
Bullish Trend 4 days ago
87%
Bullish Trend 3 days ago
80%
Declines
ODDS (%)
Bearish Trend 2 days ago
51%
Bearish Trend 9 days ago
84%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
90%
Bearish Trend 2 days ago
79%
Aroon
ODDS (%)
Bullish Trend 2 days ago
89%
Bullish Trend 2 days ago
80%
View a ticker or compare two or three
Interact to see
Advertisement
CGBL
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
UPAR
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
IVIAX24.920.12
+0.48%
Macquarie International Core Eq A
IVGAX18.700.09
+0.48%
VY® Invesco Growth and Income A
AEPIX28.050.13
+0.47%
Allspring Managed Acct Corebuilder EPI
SMYIX28.560.11
+0.39%
Franklin Global Equity I
FEURX53.52-3.36
-5.91%
First Eagle Gold R6

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%
-0.03%
BX - CGBL
78%
Closely correlated
-1.05%
KKR - CGBL
78%
Closely correlated
+0.07%
APO - CGBL
78%
Closely correlated
+0.45%
ARES - CGBL
76%
Closely correlated
+0.45%
OWL - CGBL
76%
Closely correlated
+1.83%
More

UPAR and

Correlation & Price change

A.I.dvisor tells us that UPAR and WTRG have been poorly correlated (+32% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that UPAR and WTRG's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To UPAR
1D Price
Change %
UPAR100%
-0.34%
WTRG - UPAR
32%
Poorly correlated
-0.22%
MP - UPAR
29%
Poorly correlated
-3.64%
SMG - UPAR
20%
Poorly correlated
+0.76%
AAL - UPAR
17%
Poorly correlated
-0.25%
WMS - UPAR
17%
Poorly correlated
+0.27%
More