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CGBL vs UPAR
CGBL vs UPAR Comparison
Open Charts CGBL vs UPAR
Capital Group Core Balanced ETF
Price$33.39
Change-$0.24 (-0.71%)
Volume$638.09K
Net Assets2.75B
UPAR Ultra Risk Parity ETF
Price$13.97
Change+$0.06 (+0.43%)
Volume$2.02K
Net Assets55.87M
CGBL vs UPAR Comparison Chart in %
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CGBL vs. UPAR commentary
Aug 02, 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 UPAR is a Hold.
SUMMARIES
FUNDAMENTALS
Fundamentals
CGBL has more net assets: 2.75B vs. UPAR (55.9M). UPAR has a higher annual dividend yield than CGBL: UPAR (10.634) vs CGBL (7.736). 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).
| CGBL | UPAR | CGBL / UPAR | |
| Gain YTD | 7.736 | 10.634 | 73% |
| Net Assets | 2.75B | 55.9M | 4,911% |
| Total Expense Ratio | 0.33 | 0.65 | 51% |
| Turnover | 24.00 | 12.00 | 200% |
| Yield | 1.91 | 3.72 | 51% |
| Fund Existence | 2 years | 4 years | - |
TECHNICAL ANALYSIS
Technical Analysis
| CGBL | UPAR | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 43% | 2 days ago 89% |
| Stochastic ODDS (%) | 2 days ago 63% | 2 days ago 73% |
| Momentum ODDS (%) | 2 days ago 63% | 2 days ago 82% |
| MACD ODDS (%) | 2 days ago 53% | 2 days ago 81% |
| TrendWeek ODDS (%) | 2 days ago 58% | 2 days ago 82% |
| TrendMonth ODDS (%) | 2 days ago 90% | 2 days ago 81% |
| Advances ODDS (%) | 10 days ago 89% | 11 days ago 79% |
| Declines ODDS (%) | 2 days ago 53% | 2 days ago 86% |
| BollingerBands ODDS (%) | 2 days ago 71% | 2 days ago 87% |
| Aroon ODDS (%) | 2 days ago 90% | 2 days ago 76% |
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Interesting Tickers
CGBL and
Correlation & Price change
A.I.dvisor indicates that over the last year, CGBL has been closely correlated with APO. 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 APO could also see price increases.
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1W
1M
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1Y
5Y
| Ticker / NAME | Correlation To CGBL | 1D Price Change % | ||
|---|---|---|---|---|
| CGBL | 100% | -0.71% | ||
| APO - CGBL | 78% Closely correlated | -4.84% | ||
| BX - CGBL | 78% Closely correlated | -1.48% | ||
| KKR - CGBL | 78% Closely correlated | -2.75% | ||
| ARES - CGBL | 77% Closely correlated | -1.46% | ||
| OWL - CGBL | 75% Closely correlated | -2.64% | ||
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UPAR and
Correlation & Price change
A.I.dvisor indicates that over the last year, UPAR has been loosely correlated with PNR. These tickers have moved in lockstep 51% of the time. This A.I.-generated data suggests there is some statistical probability that if UPAR jumps, then PNR could also see price increases.
1D
1W
1M
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1Y
5Y
| Ticker / NAME | Correlation To UPAR | 1D Price Change % | ||
|---|---|---|---|---|
| UPAR | 100% | +0.43% | ||
| PNR - UPAR | 51% Loosely correlated | -1.55% | ||
| SHEL - UPAR | 47% Loosely correlated | -0.29% | ||
| WDS - UPAR | 47% Loosely correlated | -0.47% | ||
| WTRG - UPAR | 32% Poorly correlated | +3.75% | ||
| MP - UPAR | 29% Poorly correlated | +3.56% | ||
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