Financial Services
Live Price
Offline$38.06
+0.93% today
1Y Change
+15.12%
Window
Jun 25, 2025 โ Jun 18, 2026
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.
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
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
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
Uses the longest available daily history for CGBL and SPY.
Company Overview
Capital Group Core Balanced ETF
NYSE
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.
Valuation, growth, profitability, and balance sheet signals.
Company announcements and filings-style updates.
Next Step
After the overview, the strongest next step is usually chart context or a tighter compare set.