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Financial Services

Capital Group Core Balanced ETF(CGBL)

Live Price

Offline

$38.06

+0.93% today

1Y Change

+15.12%

Window

Jun 25, 2025 โ†’ Jun 18, 2026

Market Cap
$2.95B
Revenue Growth
0.0%
EPS Growth
0.0%
Dividend Yield
0.0%

Coverage: 247 bars ยท Jun 25, 2025 โ†’ Jun 18, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

Capital Group Core Balanced ETF (CGBL) is a Financial Services stock with a market cap of $2.95B and listed on NYSE. The stock last traded around $38.06 and up 15.1% across the available one-year price window (Jun 25, 2025 โ†’ Jun 18, 2026). Baseline metrics include revenue growth of 0.0%, EPS growth of 0.0%, a dividend yield of 0.0%. What stands out right now is revenue 0.0%, EPS 0.0%, free cash flow 0.0% with operating margin 0.0% and ROIC 0.0%. Stock Foundry combines CGBL price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.

Sector Context

How this name stacks up against nearby peers on first-pass metrics.

Revenue Growth

Below sector median

0.0% vs +3.4% peer median

Operating Margin

Below sector median

0.0% vs +4.7% peer median

What Changed This Quarter

Latest report context and the signals most likely to have changed the story.

The setup is mixed rather than one-directional

Revenue is 0.0% and EPS is 0.0%, while operating margin sits near 0.0%.

Benchmark Edge

CGBL vs SPY, QQQ, and Sector ETFs

Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.

Shared 1Y chart + MAX history table

CGBL

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Normalized return

SPY

--

S&P 500

Excess Return

--

Relative to SPY

CGBL Max Drawdown

-7.88%

Trailing 1Y

SPY Max Drawdown

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Trailing 1Y

Benchmark comparison is loading or unavailable right now.

Calendar-Year Returns

Uses the longest available daily history for CGBL and SPY.

Calendar-year return history is still loading or unavailable.
CA

Company Overview

Capital Group Core Balanced ETF

NYSE

United States

The Capital Group Core Balanced Fund is a mutual fund designed to provide investors with a balanced mix of growth and income through a diversified portfolio. Its primary function is to invest in a combination of equity and fixed income securities, aiming to achieve long-term capital growth while also delivering a dependable income stream. This dual asset strategy allows the fund to capitalize on potential equity market gains while mitigating risk through steady bond yields. The fund predominantly targets sectors such as healthcare, technology, and financials for its equity investments, while its fixed income portion typically includes high-quality government and corporate bonds. By maintaining a disciplined approach to asset allocation, the fund seeks to adapt to various market conditions effectively, making it a crucial tool for diversification within investment portfolios. As part of The Capital Group's lineup, this fund plays a significant role in providing investors with a balanced investment vehicle that offers resilience against market volatility. Its structured approach and diversified exposure make it an essential component in the financial planning of institutions and individual investors looking for a balanced approach to growth and income.

Region
United States
Last Updated
May 7, 2026

Key Fundamentals

Valuation, growth, profitability, and balance sheet signals.

Valuation

P/E
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EV/EBITDA
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Price/Sales
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Price/Book
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Growth

Revenue
0.0%
EPS
0.0%
Free Cash Flow
0.0%

Profitability

Gross Margin
0.0%
Operating Margin
0.0%
Net Margin
0.0%
ROE
0.0%
ROIC
0.0%

Balance Sheet

Debt/Equity
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Current Ratio
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Earnings Reports

No earnings data available

Latest News

No news articles available

Official Releases

Company announcements and filings-style updates.

Official
No official releases available

Next Step

Keep the research moving

After the overview, the strongest next step is usually chart context or a tighter compare set.