CGBL
Price
$35.26
Change
+$0.11 (+0.31%)
Updated
Nov 28, 02:00 PM (EDT)
Net Assets
4.04B
Intraday BUY SELL Signals
SOR
Price
$48.65
Change
+$0.93 (+1.95%)
Updated
Nov 28, 02:00 PM (EDT)
Net Assets
395.1M
Intraday BUY SELL Signals
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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$35.26
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets4.04B
Source Capital
Price$48.65
Change+$0.93 (+1.95%)
VolumeN/A
Net Assets395.1M
CGBL vs SOR Comparison Chart in %
CGBL
Daily Signal:
Gain/Loss:
SOR
Daily Signal:
Gain/Loss:
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VS
CGBL vs. SOR commentary
Nov 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 SOR is a Buy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
CGBL has more net assets: 4.04B vs. SOR (395M). SOR has a higher annual dividend yield than CGBL: SOR (18.190) vs CGBL (14.022). 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 YTD14.02218.19077%
Net Assets4.04B395M1,023%
Total Expense Ratio0.330.00-
Turnover24.0011.00218%
Yield1.9510.8018%
Fund Existence2 years57 years-
TECHNICAL ANALYSIS
Technical Analysis
CGBLSOR
RSI
ODDS (%)
N/A
Bearish Trend 3 days ago
86%
Stochastic
ODDS (%)
Bearish Trend 3 days ago
55%
Bearish Trend 3 days ago
75%
Momentum
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
90%
MACD
ODDS (%)
Bullish Trend 3 days ago
85%
Bullish Trend 3 days ago
90%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
89%
Bullish Trend 3 days ago
90%
TrendMonth
ODDS (%)
Bearish Trend 3 days ago
56%
Bullish Trend 3 days ago
90%
Advances
ODDS (%)
Bullish Trend 3 days ago
87%
Bullish Trend 3 days ago
90%
Declines
ODDS (%)
Bearish Trend 11 days ago
51%
Bearish Trend about 1 month ago
66%
BollingerBands
ODDS (%)
Bullish Trend 3 days ago
86%
Bearish Trend 3 days ago
71%
Aroon
ODDS (%)
Bearish Trend 3 days ago
77%
Bullish Trend 3 days ago
90%
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CGBL
Daily Signal:
Gain/Loss:
SOR
Daily Signal:
Gain/Loss:
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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 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 %
CGBL100%
+0.66%
BX - CGBL
79%
Closely correlated
+1.04%
KKR - CGBL
78%
Closely correlated
+0.02%
ARES - CGBL
77%
Closely correlated
+1.10%
APO - CGBL
77%
Closely correlated
-0.27%
MC - CGBL
76%
Closely correlated
+0.23%
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