CGBL
Price
$34.38
Change
+$0.16 (+0.47%)
Updated
Sep 5 closing price
Net Assets
3.28B
MVFD
Price
$27.45
Change
-$0.19 (-0.69%)
Updated
Sep 5 closing price
Net Assets
76.58M
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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$34.38
Change+$0.16 (+0.47%)
Volume$697.21K
Net Assets3.28B
Monarch Volume Factor Dividend Tree ETF
Price$27.45
Change-$0.19 (-0.69%)
Volume$3.79K
Net Assets76.58M
CGBL vs MVFD Comparison Chart in %
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CGBL
Daily Signalchanged days ago
Gain/Loss if bought
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MVFD
Daily Signalchanged days ago
Gain/Loss if bought
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VS
CGBL vs. MVFD commentary
Sep 08, 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 Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
CGBL has more net assets: 3.28B vs. MVFD (76.6M). CGBL has a higher annual dividend yield than MVFD: CGBL (10.930) vs MVFD (6.324). 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 YTD10.9306.324173%
Net Assets3.28B76.6M4,285%
Total Expense Ratio0.331.1928%
Turnover24.00264.009%
Yield1.891.44132%
Fund Existence2 years2 years-
TECHNICAL ANALYSIS
Technical Analysis
CGBLMVFD
RSI
ODDS (%)
N/A
Bearish Trend 4 days ago
90%
Stochastic
ODDS (%)
Bearish Trend 4 days ago
52%
Bearish Trend 4 days ago
80%
Momentum
ODDS (%)
Bullish Trend 4 days ago
90%
Bullish Trend 4 days ago
83%
MACD
ODDS (%)
Bullish Trend 4 days ago
88%
Bullish Trend 4 days ago
67%
TrendWeek
ODDS (%)
Bullish Trend 4 days ago
89%
Bearish Trend 4 days ago
70%
TrendMonth
ODDS (%)
Bullish Trend 4 days ago
90%
Bullish Trend 4 days ago
76%
Advances
ODDS (%)
Bullish Trend 4 days ago
87%
Bullish Trend 11 days ago
80%
Declines
ODDS (%)
Bearish Trend 7 days ago
54%
Bearish Trend 6 days ago
70%
BollingerBands
ODDS (%)
Bullish Trend 6 days ago
83%
Bearish Trend 4 days ago
75%
Aroon
ODDS (%)
Bullish Trend 4 days ago
88%
Bullish Trend 4 days ago
62%
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CGBL
Daily Signalchanged days ago
Gain/Loss if bought
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MVFD
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 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%
+0.47%
KKR - CGBL
79%
Closely correlated
-1.33%
BX - CGBL
79%
Closely correlated
+0.05%
APO - CGBL
78%
Closely correlated
-2.38%
ARES - CGBL
78%
Closely correlated
-1.52%
OWL - CGBL
77%
Closely correlated
-1.44%
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%
-0.71%
BRSL - MVFD
57%
Loosely correlated
+0.24%
PCAR - MVFD
10%
Poorly correlated
+0.86%
TAP - MVFD
8%
Poorly correlated
+1.92%
FUL - MVFD
8%
Poorly correlated
+1.76%
CALM - MVFD
8%
Poorly correlated
+0.67%
More