CGBL
Price
$30.70
Change
+$0.42 (+1.39%)
Updated
Apr 24 closing price
Net Assets
1.9B
SOR
Price
$41.52
Change
+$0.41 (+1.00%)
Updated
Apr 24 closing price
Net Assets
353.57M
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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$30.70
Change+$0.42 (+1.39%)
Volume$655.4K
Net Assets1.9B
Source Capital
Price$41.52
Change+$0.41 (+1.00%)
Volume$3.38K
Net Assets353.57M
CGBL vs SOR Comparison Chart
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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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VS
CGBL vs. SOR commentary
Apr 25, 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: 1.9B vs. SOR (354M). CGBL has a higher annual dividend yield than SOR: CGBL (-1.431) vs SOR (-2.596). 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). SOR has a higher turnover CGBL (3.00) vs CGBL (3.00).
CGBLSORCGBL / SOR
Gain YTD-1.431-2.59655%
Net Assets1.9B354M538%
Total Expense Ratio0.330.00-
Turnover3.0013.0023%
Yield2.0011.8117%
Fund Existence2 years57 years-
TECHNICAL ANALYSIS
Technical Analysis
CGBLSOR
RSI
ODDS (%)
Bullish Trend 1 day ago
90%
Bullish Trend 1 day ago
90%
Stochastic
ODDS (%)
Bearish Trend 1 day ago
60%
Bullish Trend 1 day ago
90%
Momentum
ODDS (%)
Bullish Trend 1 day ago
90%
Bearish Trend 1 day ago
71%
MACD
ODDS (%)
Bullish Trend 1 day ago
90%
Bullish Trend 1 day ago
90%
TrendWeek
ODDS (%)
Bullish Trend 1 day ago
89%
Bullish Trend 1 day ago
90%
TrendMonth
ODDS (%)
Bearish Trend 1 day ago
52%
Bearish Trend 1 day ago
69%
Advances
ODDS (%)
Bullish Trend 1 day ago
89%
Bullish Trend 1 day ago
90%
Declines
ODDS (%)
Bearish Trend 5 days ago
52%
Bearish Trend 19 days ago
69%
BollingerBands
ODDS (%)
Bullish Trend 1 day ago
80%
Bullish Trend 1 day ago
90%
Aroon
ODDS (%)
Bearish Trend 1 day ago
90%
Bearish Trend 1 day ago
73%
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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%
+1.39%
BX - CGBL
78%
Closely correlated
+5.94%
ARES - CGBL
77%
Closely correlated
+4.81%
APO - CGBL
77%
Closely correlated
+5.35%
KKR - CGBL
76%
Closely correlated
+6.03%
AMAT - CGBL
72%
Closely correlated
+4.59%
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%
+1.00%
C - SOR
9%
Poorly correlated
+2.81%
IFF - SOR
5%
Poorly correlated
+1.03%
CMCSA - SOR
4%
Poorly correlated
-3.71%
ADI - SOR
3%
Poorly correlated
+6.62%
TEL - SOR
2%
Poorly correlated
+5.48%