CGBL
Price
$34.22
Change
+$0.12 (+0.35%)
Updated
Aug 28, 03:53 PM (EDT)
Net Assets
3.14B
SOR
Price
$44.41
Change
+$0.24 (+0.54%)
Updated
Aug 28, 02:22 PM (EDT)
Net Assets
384.08M
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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$34.22
Change+$0.12 (+0.35%)
Volume$584
Net Assets3.14B
Source Capital
Price$44.41
Change+$0.24 (+0.54%)
Volume$544
Net Assets384.08M
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
Aug 28, 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: 3.14B vs. SOR (384M). CGBL has a higher annual dividend yield than SOR: CGBL (10.027) vs SOR (5.634). 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 YTD10.0275.634178%
Net Assets3.14B384M817%
Total Expense Ratio0.330.00-
Turnover24.0011.00218%
Yield1.9111.2017%
Fund Existence2 years57 years-
TECHNICAL ANALYSIS
Technical Analysis
CGBLSOR
RSI
ODDS (%)
Bearish Trend 4 days ago
57%
Bearish Trend 2 days ago
82%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
52%
Bullish Trend 7 days ago
90%
Momentum
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
90%
MACD
ODDS (%)
Bullish Trend 2 days ago
88%
Bullish Trend 2 days ago
90%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
89%
Bullish Trend 2 days ago
90%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
90%
Advances
ODDS (%)
Bullish Trend 2 days ago
87%
Bullish Trend 3 days ago
90%
Declines
ODDS (%)
Bearish Trend 8 days ago
52%
Bearish Trend 30 days ago
68%
BollingerBands
ODDS (%)
Bullish Trend 2 days ago
90%
Bearish Trend 2 days ago
73%
Aroon
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 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
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CGBL and

Correlation & Price change

A.I.dvisor indicates that over the last year, CGBL has been closely correlated with KKR. 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 KKR could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CGBL
1D Price
Change %
CGBL100%
+0.12%
KKR - CGBL
79%
Closely correlated
+0.28%
BX - CGBL
79%
Closely correlated
+0.12%
APO - CGBL
79%
Closely correlated
+0.98%
ARES - CGBL
78%
Closely correlated
+0.32%
OWL - CGBL
76%
Closely correlated
-0.43%
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