Interact to see
Advertisement
Advertisement
CGBL vs OCIO
CGBL vs OCIO Comparison
Open Charts CGBL vs OCIO
Capital Group Core Balanced ETF
Price$33.67
Change-$0.05 (-0.15%)
Volume$1K
Net Assets2.68B
ClearShares OCIO ETF
Price$35.65
Change+$0.11 (+0.31%)
Volume$224
Net Assets154.19M
CGBL vs OCIO Comparison Chart in %
Loading...
Show more...
Show more...
View a ticker or compare two or three
VS
VS
CGBL vs. OCIO commentary
Jul 19, 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.
SUMMARIES
FUNDAMENTALS
Fundamentals
CGBL has more net assets: 2.68B vs. OCIO (154M). CGBL has a higher annual dividend yield than OCIO: CGBL (8.801) vs OCIO (4.661). 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).
| CGBL | OCIO | CGBL / OCIO | |
| Gain YTD | 8.801 | 4.661 | 189% |
| Net Assets | 2.68B | 154M | 1,742% |
| Total Expense Ratio | 0.33 | 0.64 | 52% |
| Turnover | 24.00 | 70.00 | 34% |
| Yield | 1.93 | 1.55 | 125% |
| Fund Existence | 2 years | 8 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| CGBL | OCIO | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 45% | 2 days ago 64% |
| Stochastic ODDS (%) | 2 days ago 61% | 2 days ago 64% |
| Momentum ODDS (%) | 2 days ago 90% | 2 days ago 76% |
| MACD ODDS (%) | 2 days ago 53% | 2 days ago 60% |
| TrendWeek ODDS (%) | 2 days ago 59% | 2 days ago 76% |
| TrendMonth ODDS (%) | 2 days ago 90% | 2 days ago 72% |
| Advances ODDS (%) | 2 days ago 89% | 2 days ago 72% |
| Declines ODDS (%) | 11 days ago 53% | N/A |
| BollingerBands ODDS (%) | 2 days ago 71% | 2 days ago 73% |
| Aroon ODDS (%) | 2 days ago 89% | 2 days ago 67% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Show more...
Show more...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EMIF | 23.89 | 0.17 | +0.73% |
| iShares Emerging Markets Infras ETF | |||
| BXSY | 13.60 | 0.08 | +0.59% |
| Bexil Investment Trust | |||
| KSPY | 26.82 | 0.10 | +0.36% |
| KraneShares Hedgeye Hedged Eq Idx ETF | |||
| FLBL | 24.25 | -0.01 | -0.04% |
| Franklin Senior Loan ETF | |||
| GLDI | 161.28 | -0.18 | -0.11% |
| UBS ETRACS Gold Shares Covered Call ETN | |||
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% | +0.30% | ||
| BX - CGBL | 78% Closely correlated | +3.96% | ||
| ARES - CGBL | 78% Closely correlated | +1.81% | ||
| APO - CGBL | 78% Closely correlated | +2.19% | ||
| KKR - CGBL | 77% Closely correlated | +3.18% | ||
| IR - CGBL | 74% Closely correlated | +1.88% | ||
More | ||||