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CGBL vs OCIO
CGBL vs OCIO Comparison
Open Charts CGBL vs OCIO
Capital Group Core Balanced ETF
Price$34.86
Change+$0.09 (+0.26%)
Volume$575
Net Assets3.37B
ClearShares OCIO ETF
Price$37.01
Change-$0.04 (-0.11%)
Volume$7.25K
Net Assets164.93M
CGBL vs OCIO Comparison Chart in %
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CGBL vs. OCIO commentary
Sep 18, 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: 3.37B vs. OCIO (165M). CGBL has a higher annual dividend yield than OCIO: CGBL (12.189) vs OCIO (8.983). 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 | 12.189 | 8.983 | 136% |
| Net Assets | 3.37B | 165M | 2,045% |
| Total Expense Ratio | 0.33 | 0.64 | 52% |
| Turnover | 24.00 | 55.00 | 44% |
| Yield | 1.89 | 1.50 | 126% |
| Fund Existence | 2 years | 8 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| CGBL | OCIO | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 36% | 1 day ago 55% |
| Stochastic ODDS (%) | 1 day ago 64% | 1 day ago 54% |
| Momentum ODDS (%) | 7 days ago 85% | 1 day ago 67% |
| MACD ODDS (%) | 1 day ago 88% | 1 day ago 82% |
| TrendWeek ODDS (%) | 1 day ago 89% | 1 day ago 77% |
| TrendMonth ODDS (%) | 1 day ago 90% | 1 day ago 73% |
| Advances ODDS (%) | 8 days ago 87% | 9 days ago 72% |
| Declines ODDS (%) | 1 day ago 54% | 17 days ago 56% |
| BollingerBands ODDS (%) | 1 day ago 65% | 1 day ago 42% |
| Aroon ODDS (%) | 1 day ago 89% | 1 day ago 68% |
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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 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 % | ||
|---|---|---|---|---|
| CGBL | 100% | -0.32% | ||
| BX - CGBL | 79% Closely correlated | -0.05% | ||
| KKR - CGBL | 79% Closely correlated | +0.01% | ||
| APO - CGBL | 78% Closely correlated | -0.88% | ||
| ARES - CGBL | 77% Closely correlated | +0.16% | ||
| OWL - CGBL | 76% Closely correlated | N/A | ||
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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
1Q
6M
1Y
5Y
| Ticker / NAME | Correlation To OCIO | 1D Price Change % | ||
|---|---|---|---|---|
| OCIO | 100% | -0.12% | ||
| FIG - OCIO | 15% Poorly correlated | +2.07% |