CGBL
Price
$34.33
Change
+$0.08 (+0.23%)
Updated
Nov 19 closing price
Net Assets
3.9B
Intraday BUY SELL Signals
MVFD
Price
$27.06
Change
-$0.03 (-0.11%)
Updated
Nov 19 closing price
Net Assets
76.6M
Intraday BUY SELL Signals
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CGBL vs MVFD

Header iconCGBL vs MVFD Comparison
Open Charts CGBL vs MVFDBanner chart's image
Capital Group Core Balanced ETF
Price$34.33
Change+$0.08 (+0.23%)
Volume$716.93K
Net Assets3.9B
Monarch Volume Factor Dividend Tree ETF
Price$27.06
Change-$0.03 (-0.11%)
Volume$6.78K
Net Assets76.6M
CGBL vs MVFD Comparison Chart in %
CGBL
Daily Signal:
Gain/Loss:
MVFD
Daily Signal:
Gain/Loss:
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VS
CGBL vs. MVFD commentary
Nov 20, 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 MVFD is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
CGBL has more net assets: 3.9B vs. MVFD (76.6M). CGBL has a higher annual dividend yield than MVFD: CGBL (11.362) vs MVFD (5.251). CGBL was incepted earlier than MVFD: CGBL (2 years) vs MVFD (2 years). CGBL (0.33) has a lower expense ratio than MVFD (1.19). MVFD has a higher turnover CGBL (24.00) vs CGBL (24.00).
CGBLMVFDCGBL / MVFD
Gain YTD11.3625.251216%
Net Assets3.9B76.6M5,095%
Total Expense Ratio0.331.1928%
Turnover24.00264.009%
Yield1.951.32148%
Fund Existence2 years2 years-
TECHNICAL ANALYSIS
Technical Analysis
CGBLMVFD
RSI
ODDS (%)
N/A
N/A
Stochastic
ODDS (%)
Bullish Trend 1 day ago
89%
Bullish Trend 1 day ago
86%
Momentum
ODDS (%)
Bearish Trend 1 day ago
53%
Bearish Trend 1 day ago
60%
MACD
ODDS (%)
Bearish Trend 1 day ago
50%
Bearish Trend 1 day ago
59%
TrendWeek
ODDS (%)
Bearish Trend 1 day ago
57%
Bearish Trend 1 day ago
71%
TrendMonth
ODDS (%)
Bearish Trend 1 day ago
56%
Bullish Trend 1 day ago
77%
Advances
ODDS (%)
Bullish Trend 8 days ago
88%
Bullish Trend 8 days ago
79%
Declines
ODDS (%)
Bearish Trend 2 days ago
51%
Bearish Trend 3 days ago
69%
BollingerBands
ODDS (%)
N/A
Bullish Trend 1 day ago
90%
Aroon
ODDS (%)
N/A
Bullish Trend 1 day ago
61%
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CGBL
Daily Signal:
Gain/Loss:
MVFD
Daily Signal:
Gain/Loss:
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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 %
CGBL100%
+0.23%
BX - CGBL
79%
Closely correlated
+1.55%
KKR - CGBL
78%
Closely correlated
+2.91%
APO - CGBL
77%
Closely correlated
+2.32%
ARES - CGBL
77%
Closely correlated
+1.74%
OWL - CGBL
76%
Closely correlated
-0.86%
More

MVFD and

Correlation & Price change

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

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To MVFD
1D Price
Change %
MVFD100%
-0.11%
BRSL - MVFD
57%
Loosely correlated
-1.71%
ALLE - MVFD
19%
Poorly correlated
-0.24%
SNA - MVFD
14%
Poorly correlated
+0.08%
SEIC - MVFD
12%
Poorly correlated
+0.23%
KNTK - MVFD
11%
Poorly correlated
-2.11%
More