CGBL
Price
$32.61
Change
+$0.07 (+0.22%)
Updated
Jun 6 closing price
Net Assets
2.3B
OCIO
Price
$34.64
Change
+$0.12 (+0.35%)
Updated
Jun 6 closing price
Net Assets
150.05M
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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$32.61
Change+$0.07 (+0.22%)
Volume$702.64K
Net Assets2.3B
ClearShares OCIO ETF
Price$34.64
Change+$0.12 (+0.35%)
Volume$213
Net Assets150.05M
CGBL vs OCIO Comparison Chart
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CGBL
Daily Signalchanged days ago
Gain/Loss if bought
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CGBL vs. OCIO commentary
Jun 07, 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 StrongBuy and OCIO is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
CGBL has more net assets: 2.31B vs. OCIO (150M). CGBL has a higher annual dividend yield than OCIO: CGBL (4.702) vs OCIO (1.736). 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 YTD4.7021.736271%
Net Assets2.31B150M1,537%
Total Expense Ratio0.330.6452%
Turnover24.0070.0034%
Yield1.921.52126%
Fund Existence2 years8 years-
TECHNICAL ANALYSIS
Technical Analysis
CGBL
RSI
ODDS (%)
Bearish Trend 1 day ago
61%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
73%
Momentum
ODDS (%)
N/A
MACD
ODDS (%)
N/A
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
89%
TrendMonth
ODDS (%)
Bullish Trend 1 day ago
90%
Advances
ODDS (%)
Bullish Trend 3 days ago
88%
Declines
ODDS (%)
Bearish Trend 17 days ago
55%
BollingerBands
ODDS (%)
Bearish Trend 1 day ago
56%
Aroon
ODDS (%)
Bullish Trend 1 day ago
87%
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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 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 %
CGBL100%
+0.22%
BX - CGBL
78%
Closely correlated
+1.95%
ARES - CGBL
77%
Closely correlated
+2.29%
APO - CGBL
77%
Closely correlated
+2.43%
KKR - CGBL
76%
Closely correlated
+2.29%
IR - CGBL
74%
Closely correlated
+1.53%
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