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CGBL vs OCIO
CGBL vs OCIO Comparison
Open Charts CGBL vs OCIO
Capital Group Core Balanced ETF
Price$34.23
Change+$0.13 (+0.38%)
Volume$753.61K
Net Assets3.14B
ClearShares OCIO ETF
Price$36.53
Change+$0.16 (+0.44%)
Volume$445
Net Assets161.37M
CGBL vs OCIO Comparison Chart in %
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CGBL vs. OCIO commentary
Aug 29, 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: 3.14B vs. OCIO (161M). CGBL has a higher annual dividend yield than OCIO: CGBL (10.446) vs OCIO (7.098). 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 | 10.446 | 7.098 | 147% |
| Net Assets | 3.14B | 161M | 1,948% |
| Total Expense Ratio | 0.33 | 0.64 | 52% |
| Turnover | 24.00 | 55.00 | 44% |
| Yield | 1.91 | 1.53 | 125% |
| Fund Existence | 2 years | 8 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| CGBL | OCIO | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 57% | 2 days ago 56% |
| Stochastic ODDS (%) | 1 day ago 52% | 2 days ago 60% |
| Momentum ODDS (%) | 1 day ago 90% | 2 days ago 74% |
| MACD ODDS (%) | 1 day ago 88% | 2 days ago 57% |
| TrendWeek ODDS (%) | 1 day ago 89% | 2 days ago 77% |
| TrendMonth ODDS (%) | 1 day ago 90% | 2 days ago 72% |
| Advances ODDS (%) | 1 day ago 87% | 16 days ago 72% |
| Declines ODDS (%) | 8 days ago 52% | 14 days ago 57% |
| BollingerBands ODDS (%) | 1 day ago 83% | 2 days ago 71% |
| Aroon ODDS (%) | 1 day ago 90% | 2 days ago 67% |
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Interesting Tickers
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.
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1W
1M
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To CGBL | 1D Price Change % | ||
|---|---|---|---|---|
| CGBL | 100% | +0.38% | ||
| KKR - CGBL | 79% Closely correlated | -0.27% | ||
| BX - CGBL | 79% Closely correlated | +0.22% | ||
| APO - CGBL | 79% Closely correlated | +0.49% | ||
| ARES - CGBL | 78% Closely correlated | +0.42% | ||
| OWL - CGBL | 76% Closely correlated | +0.54% | ||
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OCIO and
Correlation & Price change
A.I.dvisor tells us that OCIO and FIG have been poorly correlated (+15% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that OCIO and FIG's prices will move in lockstep.
1D
1W
1M
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1Y
5Y
| Ticker / NAME | Correlation To OCIO | 1D Price Change % | ||
|---|---|---|---|---|
| OCIO | 100% | N/A | ||
| FIG - OCIO | 15% Poorly correlated | -0.36% |