CGBL
Price
$34.98
Change
+$0.04 (+0.11%)
Updated
Oct 6, 04:59 PM (EDT)
Net Assets
3.57B
SOR
Price
$45.79
Change
+$0.72 (+1.60%)
Updated
Oct 6, 04:55 PM (EDT)
Net Assets
391.65M
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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$34.98
Change+$0.04 (+0.11%)
Volume$2.97K
Net Assets3.57B
Source Capital
Price$45.79
Change+$0.72 (+1.60%)
Volume$173
Net Assets391.65M
CGBL vs SOR Comparison Chart in %
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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VS
CGBL vs. SOR commentary
Oct 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 SOR is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
CGBL has more net assets: 3.57B vs. SOR (392M). CGBL has a higher annual dividend yield than SOR: CGBL (13.341) vs SOR (10.016). 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 YTD13.34110.016133%
Net Assets3.57B392M911%
Total Expense Ratio0.330.00-
Turnover24.0011.00218%
Yield1.9610.8818%
Fund Existence2 years57 years-
TECHNICAL ANALYSIS
Technical Analysis
CGBLSOR
RSI
ODDS (%)
Bearish Trend 4 days ago
52%
Bearish Trend 4 days ago
75%
Stochastic
ODDS (%)
Bearish Trend 4 days ago
56%
Bearish Trend 4 days ago
77%
Momentum
ODDS (%)
Bullish Trend 4 days ago
87%
Bullish Trend 4 days ago
90%
MACD
ODDS (%)
Bearish Trend 4 days ago
67%
Bearish Trend 4 days ago
73%
TrendWeek
ODDS (%)
Bullish Trend 4 days ago
89%
Bullish Trend 4 days ago
90%
TrendMonth
ODDS (%)
Bullish Trend 4 days ago
90%
Bullish Trend 4 days ago
90%
Advances
ODDS (%)
Bullish Trend 4 days ago
88%
Bullish Trend 5 days ago
90%
Declines
ODDS (%)
Bearish Trend 12 days ago
52%
Bearish Trend 11 days ago
67%
BollingerBands
ODDS (%)
Bearish Trend 4 days ago
60%
N/A
Aroon
ODDS (%)
Bullish Trend 4 days ago
88%
Bullish Trend 4 days ago
90%
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CGBL
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SOR
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
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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%
+0.11%
BX - CGBL
78%
Closely correlated
+1.12%
KKR - CGBL
78%
Closely correlated
+2.42%
APO - CGBL
77%
Closely correlated
-1.05%
ARES - CGBL
76%
Closely correlated
+1.19%
OWL - CGBL
75%
Closely correlated
+1.37%
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