CG
Price
$60.14
Change
+$0.03 (+0.05%)
Updated
Jul 18, 04:59 PM (EDT)
Capitalization
16.93B
6 days until earnings call
ISVL
Price
$42.20
Change
-$0.09 (-0.21%)
Updated
Jul 18, 04:20 PM (EDT)
Net Assets
37.85M
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CG vs ISVL

Header iconCG vs ISVL Comparison
Open Charts CG vs ISVLBanner chart's image
Carlyle Group (The)
Price$60.14
Change+$0.03 (+0.05%)
Volume$32.12K
Capitalization16.93B
iShares Intl Dev Sm Cp Val Fctr ETF
Price$42.20
Change-$0.09 (-0.21%)
Volume$100
Net Assets37.85M
CG vs ISVL Comparison Chart in %
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CG
Daily Signalchanged days ago
Gain/Loss if bought
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ISVL
Daily Signalchanged days ago
Gain/Loss if bought
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CG vs. ISVL commentary
Jul 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 CG is a Hold and ISVL is a Hold.

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COMPARISON
Comparison
Jul 19, 2025
Stock price -- (CG: $60.11)
Brand notoriety:
Market capitalization --

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

CG’s FA Score shows that 1 FA rating(s) are green while.

  • CG’s FA Score: 1 green, 4 red.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

CG’s TA Score shows that 4 TA indicator(s) are bullish.

  • CG’s TA Score: 4 bullish, 3 bearish.

Price Growth

CG (@Investment Managers) experienced а +2.75% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Investment Managers industry was +2.05%. For the same industry, the average monthly price growth was +9.24%, and the average quarterly price growth was +15.96%.

Reported Earning Dates

CG is expected to report earnings on Nov 11, 2025.

Industries' Descriptions

@Investment Managers (+2.05% weekly)

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

SUMMARIES
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FUNDAMENTALS RATINGS
CG: Fundamental Ratings
CG
OUTLOOK RATING
1..100
30
VALUATION
overvalued / fair valued / undervalued
1..100
43
Fair valued
PROFIT vs RISK RATING
1..100
37
SMR RATING
1..100
24
PRICE GROWTH RATING
1..100
38
P/E GROWTH RATING
1..100
100
SEASONALITY SCORE
1..100
n/a

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

TECHNICAL ANALYSIS
Technical Analysis
CGISVL
RSI
ODDS (%)
Bearish Trend 2 days ago
51%
Bearish Trend 2 days ago
80%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
53%
Bearish Trend 2 days ago
77%
Momentum
ODDS (%)
N/A
Bullish Trend 2 days ago
80%
MACD
ODDS (%)
Bullish Trend 2 days ago
77%
Bearish Trend 2 days ago
75%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
73%
Bearish Trend 2 days ago
77%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
73%
Bullish Trend 2 days ago
75%
Advances
ODDS (%)
Bullish Trend 2 days ago
72%
Bullish Trend 2 days ago
83%
Declines
ODDS (%)
N/A
N/A
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
55%
Bearish Trend 2 days ago
89%
Aroon
ODDS (%)
Bullish Trend 2 days ago
72%
Bullish Trend 2 days ago
80%
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CG
Daily Signalchanged days ago
Gain/Loss if bought
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ISVL
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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ISVL and

Correlation & Price change

A.I.dvisor indicates that over the last year, ISVL has been loosely correlated with VET. These tickers have moved in lockstep 57% of the time. This A.I.-generated data suggests there is some statistical probability that if ISVL jumps, then VET could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ISVL
1D Price
Change %
ISVL100%
+0.19%
VET - ISVL
57%
Loosely correlated
+3.57%
CG - ISVL
55%
Loosely correlated
+3.30%
BTE - ISVL
48%
Loosely correlated
+4.35%
KAR - ISVL
45%
Loosely correlated
+1.77%
REG - ISVL
43%
Loosely correlated
+0.68%
More