CGBL vs DFLV
Comparison between CAPITAL GROUP CORE BALANCED ETF SHARE CLASS (CGBL, ETF) and DIMENSIONAL US LARGE CAP VALUE ETF (DFLV, ETF).
CGBL vs DFLV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGBL
$5.40B
DFLV
$5.40B
Expense Ratio
CGBL
0.33%
Winner
DFLV
0.21%
Max Drawdown
Winner
CGBL
12.01%
DFLV
17.54%
Sharpe Ratio
CGBL
1.74
Winner
DFLV
2.12
5Y Beta
Winner
CGBL
0.65
DFLV
0.74
P/E Ratio
CGBL
N/A
DFLV
19.26
Forward P/E
CGBL
N/A
DFLV
14.65
5Y EPS CAGR
CGBL
N/A
DFLV
13.66%
Debt to Equity
CGBL
N/A
DFLV
42.20%
P/S Ratio
CGBL
N/A
DFLV
1.91
P/B Ratio
CGBL
N/A
DFLV
2.53
CGBL vs DFLV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CGBL
+4.63%
DFLV
+3.23%
3M
CGBL
+2.93%
Winner
DFLV
+2.94%
6M
CGBL
+9.13%
Winner
DFLV
+16.36%
1Y
CGBL
+21.83%
Winner
DFLV
+30.81%
Max(CAGR)
Winner
CGBL
+18.74%
DFLV
+15.29%
CGBL vs DFLV - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | CGBL | DFLV |
|---|---|---|
| 2026 | +5.34% | +10.08% |
| 2025 | +15.25% | +16.09% |
| 2024 | +17.28% | +12.38% |
| 2023 | +9.80% | +12.67% |
| 2022 | N/A | -0.68% |
CGBL vs DFLV Drawdown Comparison
The maximum drawdown for CGBL was -11.66%, occurring on Apr 8, 2025. Recovery took 80 trading sessions.
The maximum drawdown for DFLV was -16.80%, occurring on Apr 8, 2025. Recovery took 184 trading sessions.
The current DFLV drawdown is -0.65%.
| Rank | CGBL | DFLV |
|---|---|---|
| #1 | -11.66% Feb 6, 2025 - Jun 3, 2025 | -16.80% Nov 25, 2024 - Aug 22, 2025 |
| #2 | -7.88% Feb 25, 2026 - Apr 17, 2026 | -11.29% Jul 31, 2023 - Dec 13, 2023 |
| #3 | -5.93% Jul 16, 2024 - Aug 30, 2024 | -11.21% Feb 2, 2023 - Jul 21, 2023 |
| #4 | -4.38% Oct 11, 2023 - Nov 14, 2023 | -6.10% Jul 31, 2024 - Aug 23, 2024 |
| #5 | -3.82% Dec 16, 2024 - Jan 24, 2025 | -5.48% Feb 11, 2026 - Apr 17, 2026 |
| #6 | -3.78% Mar 28, 2024 - May 15, 2024 | -5.40% Mar 28, 2024 - Jul 16, 2024 |
| #7 | -3.57% Oct 28, 2025 - Dec 3, 2025 | -4.25% Dec 13, 2022 - Jan 6, 2023 |
| #8 | -3.12% Aug 30, 2024 - Sep 13, 2024 | -4.11% Nov 12, 2025 - Nov 28, 2025 |
| #9 | -2.59% Nov 8, 2024 - Dec 2, 2024 | -3.77% Aug 30, 2024 - Sep 19, 2024 |
| #10 | -2.18% Dec 11, 2025 - Dec 24, 2025 | -3.20% Oct 6, 2025 - Oct 27, 2025 |
| #11 | -2.17% Jan 28, 2026 - Feb 20, 2026 | -2.95% Oct 18, 2024 - Nov 6, 2024 |
| #12 | -2.09% Oct 18, 2024 - Nov 6, 2024 | -2.81% Jan 13, 2023 - Jan 26, 2023 |
| #13 | -2.00% Oct 8, 2025 - Oct 20, 2025 | -2.64% Jul 17, 2024 - Jul 31, 2024 |
| #14 | -1.90% May 15, 2024 - Jun 12, 2024 | -2.54% Jan 2, 2024 - Jan 25, 2024 |
| #15 | -1.80% Sep 28, 2023 - Oct 9, 2023 | -2.02% Oct 27, 2025 - Nov 11, 2025 |
Correlation
Correlation between CGBL and DFLV is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2022 - 2026)
CGBL vs DFLV dividend yield comparison.
| Year | CGBL | DFLV |
|---|---|---|
| 2026 | 0.34% | 0.34% |
| 2025 | 1.98% | 1.61% |
| 2024 | 1.92% | 1.65% |
| 2023 | 0.48% | 1.72% |
| 2022 | 0.00% | 0.11% |
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