CGBL
Price
$34.09
Change
-$0.14 (-0.41%)
Updated
Aug 29 closing price
Net Assets
3.14B
ERH
Price
$12.02
Change
-$0.02 (-0.17%)
Updated
Aug 29 closing price
Net Assets
115.7M
Interact to see
Advertisement

CGBL vs ERH

Header iconCGBL vs ERH Comparison
Open Charts CGBL vs ERHBanner chart's image
Capital Group Core Balanced ETF
Price$34.09
Change-$0.14 (-0.41%)
Volume$731.66K
Net Assets3.14B
Allspring Utilities and High Income Fund
Price$12.02
Change-$0.02 (-0.17%)
Volume$27.49K
Net Assets115.7M
CGBL vs ERH Comparison Chart in %
Loading...
CGBL
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
ERH
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
View a ticker or compare two or three
VS
CGBL vs. ERH commentary
Sep 01, 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 ERH is a Hold.

Interact to see
Advertisement
SUMMARIES
Loading...
FUNDAMENTALS
Fundamentals
CGBL has more net assets: 3.14B vs. ERH (116M). ERH has a higher annual dividend yield than CGBL: ERH (18.639) vs CGBL (9.995). CGBL was incepted earlier than ERH: CGBL (2 years) vs ERH (21 years). CGBL (0.33) has a lower expense ratio than ERH (0.93). ERH has a higher turnover CGBL (24.00) vs CGBL (24.00).
CGBLERHCGBL / ERH
Gain YTD9.99518.63954%
Net Assets3.14B116M2,704%
Total Expense Ratio0.330.9335%
Turnover24.0026.0092%
Yield1.894.0846%
Fund Existence2 years21 years-
TECHNICAL ANALYSIS
Technical Analysis
CGBLERH
RSI
ODDS (%)
N/A
Bearish Trend 3 days ago
74%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
56%
Bearish Trend 3 days ago
76%
Momentum
ODDS (%)
Bullish Trend 3 days ago
89%
Bearish Trend 3 days ago
78%
MACD
ODDS (%)
Bullish Trend 3 days ago
88%
Bearish Trend 3 days ago
80%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
89%
Bearish Trend 3 days ago
75%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
89%
Advances
ODDS (%)
Bullish Trend 4 days ago
87%
Bullish Trend 7 days ago
90%
Declines
ODDS (%)
Bearish Trend 11 days ago
52%
Bearish Trend 3 days ago
77%
BollingerBands
ODDS (%)
Bullish Trend 3 days ago
75%
Bearish Trend 3 days ago
70%
Aroon
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
90%
View a ticker or compare two or three
Interact to see
Advertisement
CGBL
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
ERH
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
INFL43.190.28
+0.65%
Horizon Kinetics Inflation Bnfcrs ETF
SBB14.070.06
+0.45%
ProShares Short SmallCap600
DVOL35.020.04
+0.13%
FirstTrustDorseyWrightMomt&LwVolatil ETF
AGD12.000.01
+0.08%
abrdn Global Dynamic Dividend Fund
SPYH53.71-0.20
-0.36%
NEOS S&P 500 Hedged Equity Income ETF

CGBL and

Correlation & Price change

A.I.dvisor indicates that over the last year, CGBL has been closely correlated with KKR. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if CGBL jumps, then KKR could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CGBL
1D Price
Change %
CGBL100%
-0.41%
KKR - CGBL
79%
Closely correlated
-0.43%
BX - CGBL
79%
Closely correlated
-0.36%
APO - CGBL
78%
Closely correlated
-0.12%
ARES - CGBL
78%
Closely correlated
-0.59%
OWL - CGBL
76%
Closely correlated
-0.91%
More

ERH and

Correlation & Price change

A.I.dvisor tells us that ERH and DTE have been poorly correlated (+11% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that ERH and DTE's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ERH
1D Price
Change %
ERH100%
-0.17%
DTE - ERH
11%
Poorly correlated
+0.11%
NEE - ERH
10%
Poorly correlated
-0.06%
CMS - ERH
8%
Poorly correlated
+0.51%
DUK - ERH
7%
Poorly correlated
+0.10%
AEP - ERH
7%
Poorly correlated
-0.68%
More