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CGBL vs MVFD
CGBL vs MVFD Comparison
Open Charts CGBL vs MVFD
Capital Group Core Balanced ETF
Price$33.48
Change-$0.19 (-0.56%)
Volume$563.9K
Net Assets2.62B
Monarch Volume Factor Dividend Tree ETF
Price$25.90
Change-$0.41 (-1.56%)
Volume$2.89K
Net Assets71.32M
CGBL vs MVFD Comparison Chart in %
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CGBL vs. MVFD commentary
Jul 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 Buy and MVFD is a Hold.
SUMMARIES
FUNDAMENTALS
Fundamentals
CGBL has more net assets: 2.62B vs. MVFD (71.3M). CGBL has a higher annual dividend yield than MVFD: CGBL (8.026) vs MVFD (0.337). CGBL was incepted earlier than MVFD: CGBL (2 years) vs MVFD (1 year). CGBL (0.33) has a lower expense ratio than MVFD (1.19). MVFD has a higher turnover CGBL (24.00) vs CGBL (24.00).
| CGBL | MVFD | CGBL / MVFD | |
| Gain YTD | 8.026 | 0.337 | 2,382% |
| Net Assets | 2.62B | 71.3M | 3,668% |
| Total Expense Ratio | 0.33 | 1.19 | 28% |
| Turnover | 24.00 | 264.00 | 9% |
| Yield | 1.93 | 1.53 | 126% |
| Fund Existence | 2 years | 1 year | - |
TECHNICAL ANALYSIS
Technical Analysis
| CGBL | MVFD | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 60% | 2 days ago 73% |
| Stochastic ODDS (%) | 2 days ago 65% | 2 days ago 83% |
| Momentum ODDS (%) | 2 days ago 90% | 2 days ago 80% |
| MACD ODDS (%) | 2 days ago 53% | 2 days ago 83% |
| TrendWeek ODDS (%) | 2 days ago 90% | 2 days ago 71% |
| TrendMonth ODDS (%) | 2 days ago 90% | 2 days ago 76% |
| Advances ODDS (%) | 7 days ago 88% | 14 days ago 79% |
| Declines ODDS (%) | 9 days ago 53% | 2 days ago 70% |
| BollingerBands ODDS (%) | 2 days ago 76% | 2 days ago 70% |
| Aroon ODDS (%) | 2 days ago 89% | 2 days ago 62% |
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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% | -0.56% | ||
| BX - CGBL | 78% Closely correlated | -2.18% | ||
| ARES - CGBL | 78% Closely correlated | -3.24% | ||
| APO - CGBL | 78% Closely correlated | -1.89% | ||
| KKR - CGBL | 77% Closely correlated | -1.59% | ||
| OWL - CGBL | 74% Closely correlated | -2.18% | ||
More | ||||
MVFD and
Correlation & Price change
A.I.dvisor indicates that over the last year, MVFD has been closely correlated with PFG. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if MVFD jumps, then PFG could also see price increases.
1D
1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To MVFD | 1D Price Change % | ||
|---|---|---|---|---|
| MVFD | 100% | -1.57% | ||
| PFG - MVFD | 77% Closely correlated | -1.94% | ||
| JHG - MVFD | 75% Closely correlated | -2.38% | ||
| DCI - MVFD | 75% Closely correlated | -0.61% | ||
| ZWS - MVFD | 73% Closely correlated | -2.28% | ||
| DOV - MVFD | 73% Closely correlated | -0.97% | ||
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