CGBL vs. VBINX

In the year-to-date period, CGBL achieves a 0.27% return, which is significantly higher than VBINX's -2.51% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

CGBL has a 0.33% expense ratio, which is higher than VBINX's 0.18% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Capital Group Core Balanced ETF (CGBL) and Vanguard Balanced Index Fund (VBINX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current CGBL Sharpe Ratio is 0.78, which is higher than the VBINX Sharpe Ratio of 0.30. The chart below compares the historical Sharpe Ratios of CGBL and VBINX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CGBL's dividend yield for the trailing twelve months is around 1.98%, less than VBINX's 2.17% yield.

The maximum CGBL drawdown since its inception was -11.66%, smaller than the maximum VBINX drawdown of -35.97%. Use the drawdown chart below to compare losses from any high point for CGBL and VBINX. For additional features, visit the drawdowns tool.

Capital Group Core Balanced ETF (CGBL) and Vanguard Balanced Index Fund (VBINX) have volatilities of 4.30% and 4.37%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.