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CGBL vs UPAR
CGBL vs UPAR Comparison
Open Charts CGBL vs UPAR
Capital Group Core Balanced ETF
Price$32.72
Change+$0.09 (+0.28%)
Volume$300
Net Assets2.35B
UPAR Ultra Risk Parity ETF
Price$13.96
Change+$0.15 (+1.09%)
Volume$480
Net Assets57.41M
CGBL vs UPAR Comparison Chart
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CGBL vs. UPAR commentary
Jun 16, 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 Buy.
SUMMARIES
FUNDAMENTALS
Fundamentals
CGBL has more net assets: 2.35B vs. UPAR (57.4M). UPAR has a higher annual dividend yield than CGBL: UPAR (7.509) vs CGBL (4.766). CGBL was incepted earlier than UPAR: CGBL (2 years) vs UPAR (3 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 | 4.766 | 7.509 | 63% |
| Net Assets | 2.35B | 57.4M | 4,098% |
| Total Expense Ratio | 0.33 | 0.65 | 51% |
| Turnover | 24.00 | 12.00 | 200% |
| Yield | 1.92 | 3.46 | 56% |
| Fund Existence | 2 years | 3 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| CGBL | |
|---|---|
| RSI ODDS (%) | 4 days ago 44% |
| Stochastic ODDS (%) | 4 days ago 59% |
| Momentum ODDS (%) | N/A |
| MACD ODDS (%) | N/A |
| TrendWeek ODDS (%) | 4 days ago 89% |
| TrendMonth ODDS (%) | 4 days ago 90% |
| Advances ODDS (%) | 5 days ago 88% |
| Declines ODDS (%) | 27 days ago 55% |
| BollingerBands ODDS (%) | 5 days ago 69% |
| Aroon ODDS (%) | 4 days ago 88% |
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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% | -1.06% | ||
| BX - CGBL | 78% Closely correlated | -3.11% | ||
| ARES - CGBL | 77% Closely correlated | -2.49% | ||
| APO - CGBL | 77% Closely correlated | -4.34% | ||
| KKR - CGBL | 76% Closely correlated | -3.12% | ||
| OWL - CGBL | 74% Closely correlated | -2.71% | ||
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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 47% 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% | -1.17% | ||
| PNR - UPAR | 47% Loosely correlated | -2.32% | ||
| WDS - UPAR | 47% Loosely correlated | +5.43% | ||
| SHEL - UPAR | 46% Loosely correlated | +1.54% | ||
| EXE - UPAR | 32% Poorly correlated | +1.30% | ||
| FMC - UPAR | 21% Poorly correlated | -3.97% | ||
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