CGBL
Price
$33.44
Change
+$0.12 (+0.36%)
Updated
Jun 27, 04:59 PM (EDT)
Net Assets
2.49B
OCIO
Price
$35.24
Change
+$0.03 (+0.09%)
Updated
Jun 27, 11:31 AM (EDT)
Net Assets
152.99M
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CGBL vs OCIO

Header iconCGBL vs OCIO Comparison
Open Charts CGBL vs OCIOBanner chart's image
Capital Group Core Balanced ETF
Price$33.44
Change+$0.12 (+0.36%)
Volume$3.9K
Net Assets2.49B
ClearShares OCIO ETF
Price$35.24
Change+$0.03 (+0.09%)
Volume$100
Net Assets152.99M
CGBL vs OCIO Comparison Chart in %
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CGBL
Daily Signalchanged days ago
Gain/Loss if bought
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CGBL vs. OCIO commentary
Jun 28, 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 OCIO is a StrongBuy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
CGBL has more net assets: 2.49B vs. OCIO (153M). CGBL has a higher annual dividend yield than OCIO: CGBL (7.367) vs OCIO (3.411). CGBL was incepted earlier than OCIO: CGBL (2 years) vs OCIO (8 years). CGBL (0.33) has a lower expense ratio than OCIO (0.64). OCIO has a higher turnover CGBL (24.00) vs CGBL (24.00).
CGBLOCIOCGBL / OCIO
Gain YTD7.3673.411216%
Net Assets2.49B153M1,630%
Total Expense Ratio0.330.6452%
Turnover24.0070.0034%
Yield1.921.52126%
Fund Existence2 years8 years-
TECHNICAL ANALYSIS
Technical Analysis
CGBL
RSI
ODDS (%)
Bearish Trend 2 days ago
65%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
55%
Momentum
ODDS (%)
Bullish Trend 2 days ago
90%
MACD
ODDS (%)
Bullish Trend 2 days ago
87%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
89%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
90%
Advances
ODDS (%)
Bullish Trend 4 days ago
88%
Declines
ODDS (%)
Bearish Trend 8 days ago
54%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
59%
Aroon
ODDS (%)
Bullish Trend 2 days ago
88%
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CGBL
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 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%
+0.36%
BX - CGBL
79%
Closely correlated
+1.98%
APO - CGBL
78%
Closely correlated
+2.56%
ARES - CGBL
78%
Closely correlated
+1.21%
KKR - CGBL
77%
Closely correlated
+1.78%
IR - CGBL
75%
Closely correlated
-0.79%
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