CGBL
Price
$34.98
Change
+$0.12 (+0.34%)
Updated
Oct 8, 12:23 PM (EDT)
Net Assets
3.6B
UPAR
Price
$15.32
Change
+$0.10 (+0.66%)
Updated
Oct 8, 11:41 AM (EDT)
Net Assets
59.74M
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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$34.98
Change+$0.12 (+0.34%)
Volume$214
Net Assets3.6B
UPAR Ultra Risk Parity ETF
Price$15.32
Change+$0.10 (+0.66%)
Volume$620
Net Assets59.74M
CGBL vs UPAR Comparison Chart in %
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
Oct 08, 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 StrongBuy and UPAR is a StrongBuy.

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SUMMARIES
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FUNDAMENTALS
Fundamentals
CGBL has more net assets: 3.6B vs. UPAR (59.7M). UPAR has a higher annual dividend yield than CGBL: UPAR (21.548) vs CGBL (13.114). 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 YTD13.11421.54861%
Net Assets3.6B59.7M6,027%
Total Expense Ratio0.330.6551%
Turnover24.0012.00200%
Yield1.963.8850%
Fund Existence2 years4 years-
TECHNICAL ANALYSIS
Technical Analysis
CGBLUPAR
RSI
ODDS (%)
Bearish Trend 2 days ago
36%
Bearish Trend 2 days ago
90%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
59%
Bearish Trend 2 days ago
78%
Momentum
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
88%
MACD
ODDS (%)
Bearish Trend 2 days ago
72%
Bearish Trend 2 days ago
82%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
89%
Bullish Trend 2 days ago
80%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
90%
Bullish Trend 2 days ago
79%
Advances
ODDS (%)
Bullish Trend 3 days ago
88%
Bullish Trend 2 days ago
80%
Declines
ODDS (%)
Bearish Trend 14 days ago
52%
Bearish Trend 20 days ago
84%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
50%
Bearish Trend 2 days ago
86%
Aroon
ODDS (%)
Bullish Trend 2 days ago
88%
Bullish Trend 2 days ago
79%
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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 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%
-0.31%
BX - CGBL
78%
Closely correlated
-1.19%
KKR - CGBL
78%
Closely correlated
-1.69%
APO - CGBL
77%
Closely correlated
-0.51%
ARES - CGBL
76%
Closely correlated
-0.97%
OWL - CGBL
75%
Closely correlated
-2.48%
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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%
+0.09%
WTRG - UPAR
32%
Poorly correlated
+1.40%
MP - UPAR
29%
Poorly correlated
-0.75%
SMG - UPAR
20%
Poorly correlated
+0.77%
AAL - UPAR
17%
Poorly correlated
-1.44%
WMS - UPAR
17%
Poorly correlated
-2.22%
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