CGBL
Price
$33.67
Change
-$0.05 (-0.15%)
Updated
Jul 18, 04:59 PM (EDT)
Net Assets
2.68B
SOR
Price
$43.51
Change
+$0.05 (+0.12%)
Updated
Jul 18 closing price
Net Assets
377.27M
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CGBL vs SOR

Header iconCGBL vs SOR Comparison
Open Charts CGBL vs SORBanner chart's image
Capital Group Core Balanced ETF
Price$33.67
Change-$0.05 (-0.15%)
Volume$1K
Net Assets2.68B
Source Capital
Price$43.51
Change+$0.05 (+0.12%)
Volume$4.85K
Net Assets377.27M
CGBL vs SOR Comparison Chart in %
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CGBL
Daily Signalchanged days ago
Gain/Loss if bought
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SOR
Daily Signalchanged days ago
Gain/Loss if bought
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CGBL vs. SOR 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 SOR is a Hold.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
CGBL has more net assets: 2.68B vs. SOR (377M). CGBL has a higher annual dividend yield than SOR: CGBL (8.801) vs SOR (3.444). CGBL was incepted earlier than SOR: CGBL (2 years) vs SOR (57 years). SOR (0.00) has a lower expense ratio than CGBL (0.33). CGBL has a higher turnover SOR (11.00) vs SOR (11.00).
CGBLSORCGBL / SOR
Gain YTD8.8013.444256%
Net Assets2.68B377M712%
Total Expense Ratio0.330.00-
Turnover24.0011.00218%
Yield1.9311.2317%
Fund Existence2 years57 years-
TECHNICAL ANALYSIS
Technical Analysis
CGBLSOR
RSI
ODDS (%)
Bearish Trend 2 days ago
45%
Bearish Trend 1 day ago
74%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
61%
Bullish Trend 1 day ago
90%
Momentum
ODDS (%)
Bullish Trend 2 days ago
90%
Bearish Trend 1 day ago
75%
MACD
ODDS (%)
Bearish Trend 2 days ago
53%
Bearish Trend 1 day ago
75%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
59%
Bearish Trend 1 day ago
68%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 1 day ago
90%
Advances
ODDS (%)
Bullish Trend 2 days ago
89%
Bullish Trend 4 days ago
90%
Declines
ODDS (%)
Bearish Trend 11 days ago
53%
Bearish Trend 2 days ago
67%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
71%
Bearish Trend 1 day ago
70%
Aroon
ODDS (%)
Bullish Trend 2 days ago
89%
Bullish Trend 1 day ago
90%
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CGBL
Daily Signalchanged days ago
Gain/Loss if bought
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SOR
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%
+0.30%
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%
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