CGBL
Price
$32.57
Change
-$0.06 (-0.18%)
Updated
Jun 20 closing price
Net Assets
2.36B
SOR
Price
$42.52
Change
-$0.26 (-0.61%)
Updated
Jun 20 closing price
Net Assets
369.73M
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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$32.57
Change-$0.06 (-0.18%)
Volume$812.42K
Net Assets2.36B
Source Capital
Price$42.52
Change-$0.26 (-0.61%)
Volume$2.17K
Net Assets369.73M
CGBL vs SOR Comparison Chart in %
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CGBL
Daily Signalchanged days ago
Gain/Loss if bought
Show more...
SOR
Daily Signalchanged days ago
Gain/Loss if bought
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CGBL vs. SOR commentary
Jun 23, 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 Hold and SOR is a StrongBuy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
CGBL has more net assets: 2.36B vs. SOR (370M). CGBL has a higher annual dividend yield than SOR: CGBL (4.573) vs SOR (0.743). 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 YTD4.5730.743615%
Net Assets2.36B370M639%
Total Expense Ratio0.330.00-
Turnover24.0011.00218%
Yield1.9211.5117%
Fund Existence2 years57 years-
TECHNICAL ANALYSIS
Technical Analysis
CGBLSOR
RSI
ODDS (%)
Bearish Trend 3 days ago
44%
Bearish Trend 7 days ago
68%
Stochastic
ODDS (%)
Bullish Trend 3 days ago
82%
Bearish Trend 3 days ago
72%
Momentum
ODDS (%)
Bullish Trend 3 days ago
88%
Bullish Trend 3 days ago
90%
MACD
ODDS (%)
Bearish Trend 3 days ago
53%
Bearish Trend 3 days ago
71%
TrendWeek
ODDS (%)
Bearish Trend 3 days ago
60%
Bullish Trend 3 days ago
90%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
90%
Advances
ODDS (%)
Bullish Trend 11 days ago
88%
Bullish Trend 13 days ago
90%
Declines
ODDS (%)
Bearish Trend 3 days ago
54%
Bearish Trend 10 days ago
68%
BollingerBands
ODDS (%)
N/A
Bearish Trend 3 days ago
85%
Aroon
ODDS (%)
Bullish Trend 3 days ago
88%
Bullish Trend 3 days 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
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%
-0.18%
BX - CGBL
78%
Closely correlated
+0.15%
ARES - CGBL
78%
Closely correlated
-0.94%
APO - CGBL
78%
Closely correlated
+1.07%
KKR - CGBL
78%
Closely correlated
+0.15%
IR - CGBL
74%
Closely correlated
-0.50%
More

SOR and

Correlation & Price change

A.I.dvisor tells us that SOR and C have been poorly correlated (+9% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that SOR and C's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SOR
1D Price
Change %
SOR100%
-0.62%
C - SOR
9%
Poorly correlated
+0.13%
IFF - SOR
5%
Poorly correlated
-1.07%
CMCSA - SOR
4%
Poorly correlated
+0.79%
ADI - SOR
3%
Poorly correlated
-0.57%
TEL - SOR
2%
Poorly correlated
-0.35%