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CGBL vs MSMR
CGBL vs MSMR Comparison
Open Charts CGBL vs MSMR
Capital Group Core Balanced ETF
Price$33.43
Change-$0.01 (-0.03%)
Volume$5.47K
Net Assets2.52B
McElhenny Sheffield Managed Risk ETF
Price$30.94
Change+$0.21 (+0.68%)
Volume$370
Net Assets130.76M
CGBL vs MSMR Comparison Chart in %
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CGBL vs. MSMR commentary
Jul 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 Hold and MSMR is a StrongBuy.
SUMMARIES
FUNDAMENTALS
Fundamentals
CGBL has more net assets: 2.52B vs. MSMR (131M). CGBL has a higher annual dividend yield than MSMR: CGBL (7.367) vs MSMR (2.725). CGBL was incepted earlier than MSMR: CGBL (2 years) vs MSMR (4 years). CGBL (0.33) has a lower expense ratio than MSMR (0.99). MSMR has a higher turnover CGBL (24.00) vs CGBL (24.00).
| CGBL | MSMR | CGBL / MSMR | |
| Gain YTD | 7.367 | 2.725 | 270% |
| Net Assets | 2.52B | 131M | 1,923% |
| Total Expense Ratio | 0.33 | 0.99 | 33% |
| Turnover | 24.00 | 612.00 | 4% |
| Yield | 1.92 | 2.59 | 74% |
| Fund Existence | 2 years | 4 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| CGBL | |
|---|---|
| RSI ODDS (%) | 4 days ago 55% |
| Stochastic ODDS (%) | 4 days ago 55% |
| Momentum ODDS (%) | 4 days ago 90% |
| MACD ODDS (%) | 4 days ago 87% |
| TrendWeek ODDS (%) | 4 days ago 89% |
| TrendMonth ODDS (%) | 4 days ago 90% |
| Advances ODDS (%) | 4 days ago 88% |
| Declines ODDS (%) | 11 days ago 54% |
| BollingerBands ODDS (%) | 4 days ago 65% |
| Aroon ODDS (%) | 4 days ago 89% |
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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 79% 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% | +0.36% | ||
| BX - CGBL | 79% Closely correlated | +1.98% | ||
| APO - CGBL | 78% Closely correlated | +2.56% | ||
| ARES - CGBL | 77% Closely correlated | +1.21% | ||
| KKR - CGBL | 77% Closely correlated | +1.78% | ||
| IR - CGBL | 75% Closely correlated | -0.79% | ||
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