CGBL
Price
$33.70
Change
+$0.15 (+0.45%)
Updated
Jul 3 closing price
Net Assets
2.58B
ERH
Price
$11.52
Change
-$0.04 (-0.35%)
Updated
Jul 3 closing price
Net Assets
112.14M
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CGBL vs ERH

Header iconCGBL vs ERH Comparison
Open Charts CGBL vs ERHBanner chart's image
Capital Group Core Balanced ETF
Price$33.70
Change+$0.15 (+0.45%)
Volume$372.14K
Net Assets2.58B
Allspring Utilities and High Income Fund
Price$11.52
Change-$0.04 (-0.35%)
Volume$10.58K
Net Assets112.14M
CGBL vs ERH Comparison Chart in %
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CGBL
Daily Signalchanged days ago
Gain/Loss if bought
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ERH
Daily Signalchanged days ago
Gain/Loss if bought
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CGBL vs. ERH commentary
Jul 05, 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.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
CGBL has more net assets: 2.58B vs. ERH (112M). ERH has a higher annual dividend yield than CGBL: ERH (12.152) vs CGBL (8.736). 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 YTD8.73612.15272%
Net Assets2.58B112M2,304%
Total Expense Ratio0.330.9335%
Turnover24.0026.0092%
Yield1.933.8250%
Fund Existence2 years21 years-
TECHNICAL ANALYSIS
Technical Analysis
CGBLERH
RSI
ODDS (%)
Bearish Trend 2 days ago
55%
N/A
Stochastic
ODDS (%)
Bearish Trend 2 days ago
64%
Bearish Trend 2 days ago
87%
Momentum
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
83%
MACD
ODDS (%)
Bullish Trend 2 days ago
87%
Bullish Trend 2 days ago
90%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
89%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
88%
Advances
ODDS (%)
Bullish Trend 2 days ago
88%
Bullish Trend 5 days ago
89%
Declines
ODDS (%)
Bearish Trend 15 days ago
54%
Bearish Trend 9 days ago
79%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
65%
Bearish Trend 2 days ago
86%
Aroon
ODDS (%)
Bullish Trend 2 days ago
89%
Bullish Trend 2 days ago
90%
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CGBL
Daily Signalchanged days ago
Gain/Loss if bought
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ERH
Daily Signalchanged days ago
Gain/Loss if bought
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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 %
CGBL100%
+0.45%
BX - CGBL
78%
Closely correlated
+1.02%
APO - CGBL
78%
Closely correlated
+1.18%
ARES - CGBL
77%
Closely correlated
-0.01%
KKR - CGBL
77%
Closely correlated
+3.03%
IR - CGBL
74%
Closely correlated
+0.50%
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%
-0.32%
DTE - ERH
11%
Poorly correlated
+0.96%
NEE - ERH
10%
Poorly correlated
+1.18%
SRE - ERH
9%
Poorly correlated
+0.40%
CMS - ERH
8%
Poorly correlated
+1.12%
DUK - ERH
7%
Poorly correlated
+0.21%
More