CGBL
Price
$34.10
Change
+$0.04 (+0.12%)
Updated
Aug 27 closing price
Net Assets
3.14B
UPAR
Price
$14.29
Change
+$0.01 (+0.07%)
Updated
Aug 27 closing price
Net Assets
57.44M
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CGBL vs UPAR

Header iconCGBL vs UPAR Comparison
Open Charts CGBL vs UPARBanner chart's image
Capital Group Core Balanced ETF
Price$34.10
Change+$0.04 (+0.12%)
Volume$662.61K
Net Assets3.14B
UPAR Ultra Risk Parity ETF
Price$14.29
Change+$0.01 (+0.07%)
Volume$1.39K
Net Assets57.44M
CGBL vs UPAR Comparison Chart in %
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CGBL
Daily Signalchanged days ago
Gain/Loss if bought
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UPAR
Daily Signalchanged days ago
Gain/Loss if bought
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CGBL vs. UPAR 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 UPAR is a StrongBuy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
CGBL has more net assets: 3.14B vs. UPAR (57.4M). UPAR has a higher annual dividend yield than CGBL: UPAR (13.175) vs CGBL (10.027). CGBL was incepted earlier than UPAR: CGBL (2 years) vs UPAR (4 years). CGBL (0.33) has a lower expense ratio than UPAR (0.65). CGBL has a higher turnover UPAR (12.00) vs UPAR (12.00).
CGBLUPARCGBL / UPAR
Gain YTD10.02713.17576%
Net Assets3.14B57.4M5,465%
Total Expense Ratio0.330.6551%
Turnover24.0012.00200%
Yield1.913.7251%
Fund Existence2 years4 years-
TECHNICAL ANALYSIS
Technical Analysis
CGBLUPAR
RSI
ODDS (%)
Bearish Trend 4 days ago
57%
N/A
Stochastic
ODDS (%)
Bearish Trend 3 days ago
52%
Bearish Trend 3 days ago
67%
Momentum
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
88%
MACD
ODDS (%)
Bearish Trend 3 days ago
71%
Bullish Trend 3 days ago
88%
TrendWeek
ODDS (%)
Bullish Trend 3 days ago
89%
Bullish Trend 3 days ago
80%
TrendMonth
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
78%
Advances
ODDS (%)
Bullish Trend 16 days ago
88%
Bullish Trend 9 days ago
79%
Declines
ODDS (%)
Bearish Trend 8 days ago
52%
Bearish Trend 11 days ago
86%
BollingerBands
ODDS (%)
Bullish Trend 3 days ago
67%
Bearish Trend 3 days ago
78%
Aroon
ODDS (%)
Bullish Trend 3 days ago
90%
Bullish Trend 3 days ago
76%
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CGBL
Daily Signalchanged days ago
Gain/Loss if bought
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UPAR
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%
More

UPAR and

Correlation & Price change

A.I.dvisor tells us that UPAR and WTRG have been poorly correlated (+32% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that UPAR and WTRG's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To UPAR
1D Price
Change %
UPAR100%
+0.07%
WTRG - UPAR
32%
Poorly correlated
+2.05%
MP - UPAR
29%
Poorly correlated
+2.25%
SMG - UPAR
20%
Poorly correlated
-0.08%
VALE - UPAR
20%
Poorly correlated
+0.29%
WDS - UPAR
17%
Poorly correlated
+1.27%
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