CGBL vs DXJ
Comparison between CAPITAL GROUP CORE BALANCED ETF SHARE CLASS (CGBL, ETF) and WISDOMTREE JAPAN HEDGED EQUITY FUND (DXJ, ETF).
CGBL vs DXJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGBL
$6.10B
Winner
DXJ
$6.20B
Expense Ratio
Winner
CGBL
0.33%
DXJ
0.48%
Max Drawdown
Winner
CGBL
12.01%
DXJ
51.15%
Sharpe Ratio
CGBL
1.72
Winner
DXJ
2.33
5Y Beta
Winner
CGBL
0.65
DXJ
0.94
5Y Dividends CAGR
CGBL
N/A
DXJ
28.07%
CGBL vs DXJ - Historical Returns
Returns include dividend reinvestment.
1M
CGBL
+3.46%
Winner
DXJ
+3.47%
3M
Winner
CGBL
+3.47%
DXJ
+2.80%
6M
CGBL
+8.96%
Winner
DXJ
+25.29%
1Y
CGBL
+19.70%
Winner
DXJ
+54.68%
5Y(CAGR)
CGBL
N/A
DXJ
+27.28%
10Y(CAGR)
CGBL
N/A
DXJ
+18.20%
Max(CAGR)
Winner
CGBL
+18.69%
DXJ
+9.43%
CGBL vs DXJ - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | CGBL | DXJ |
|---|---|---|
| 2026 | +5.48% | +18.30% |
| 2025 | +15.25% | +32.75% |
| 2024 | +17.28% | +29.70% |
| 2023 | +9.80% | +41.60% |
| 2022 | N/A | +5.50% |
| 2021 | N/A | +20.02% |
| 2020 | N/A | +2.94% |
| 2019 | N/A | +18.74% |
| 2018 | N/A | -19.93% |
| 2017 | N/A | +20.68% |
| 2016 | N/A | +3.34% |
| 2015 | N/A | +6.84% |
| 2014 | N/A | +10.26% |
| 2013 | N/A | +37.17% |
| 2012 | N/A | +17.73% |
| 2011 | N/A | -16.75% |
| 2010 | N/A | -3.89% |
| 2009 | N/A | +0.88% |
| 2008 | N/A | -20.38% |
| 2007 | N/A | -7.22% |
| 2006 | N/A | +10.57% |
CGBL vs DXJ Drawdown Comparison
The maximum drawdown for CGBL was -11.66%, occurring on Apr 8, 2025. Recovery took 80 trading sessions.
The maximum drawdown for DXJ was -49.55%, occurring on Mar 9, 2009. Recovery took 1899 trading sessions.
| Rank | CGBL | DXJ |
|---|---|---|
| #1 | -11.66% Feb 6, 2025 - Jun 3, 2025 | -49.55% Feb 26, 2007 - Sep 10, 2014 |
| #2 | -7.88% Feb 25, 2026 - Apr 17, 2026 | -39.12% Jan 17, 2018 - Feb 8, 2021 |
| #3 | -5.93% Jul 16, 2024 - Aug 30, 2024 | -33.59% Jun 1, 2015 - Oct 3, 2017 |
| #4 | -4.38% Oct 11, 2023 - Nov 14, 2023 | -22.19% Jul 10, 2024 - Mar 24, 2025 |
| #5 | -3.82% Dec 16, 2024 - Jan 24, 2025 | -16.57% Mar 25, 2025 - Jun 27, 2025 |
| #6 | -3.78% Mar 28, 2024 - May 15, 2024 | -11.78% Jan 12, 2022 - Mar 24, 2022 |
| #7 | -3.57% Oct 28, 2025 - Dec 3, 2025 | -11.41% Sep 26, 2014 - Oct 31, 2014 |
| #8 | -3.12% Aug 30, 2024 - Sep 13, 2024 | -10.98% Feb 25, 2026 - May 13, 2026 |
| #9 | -2.59% Nov 8, 2024 - Dec 2, 2024 | -9.73% Jun 30, 2006 - Aug 15, 2006 |
| #10 | -2.18% Dec 11, 2025 - Dec 24, 2025 | -9.11% Dec 5, 2014 - Feb 18, 2015 |
| #11 | -2.17% Jan 28, 2026 - Feb 20, 2026 | -8.74% Sep 19, 2023 - Jan 5, 2024 |
| #12 | -2.09% Oct 18, 2024 - Nov 6, 2024 | -8.53% Mar 8, 2023 - Apr 21, 2023 |
| #13 | -2.00% Oct 8, 2025 - Oct 20, 2025 | -8.31% Sep 13, 2021 - Jan 4, 2022 |
| #14 | -1.90% May 15, 2024 - Jun 12, 2024 | -6.82% Aug 18, 2022 - Nov 8, 2022 |
| #15 | -1.80% Sep 28, 2023 - Oct 9, 2023 | -6.68% Jun 7, 2022 - Aug 17, 2022 |
Correlation
Correlation between CGBL and DXJ is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2006 - 2026)
CGBL vs DXJ dividend yield comparison.
| Year | CGBL | DXJ |
|---|---|---|
| 2026 | 0.34% | 0.00% |
| 2025 | 1.98% | 1.29% |
| 2024 | 1.92% | 3.48% |
| 2023 | 0.48% | 3.44% |
| 2022 | 0.00% | 3.02% |
| 2021 | 0.00% | 2.64% |
| 2020 | 0.00% | 2.53% |
| 2019 | 0.00% | 2.47% |
| 2018 | 0.00% | 2.92% |
| 2017 | 0.00% | 2.30% |
| 2016 | 0.00% | 1.98% |
| 2015 | 0.00% | 5.95% |
| 2014 | 0.00% | 11.61% |
| 2013 | 0.00% | 2.44% |
| 2012 | 0.00% | 1.50% |
| 2011 | 0.00% | 2.38% |
| 2010 | 0.00% | 1.18% |
| 2009 | 0.00% | 1.86% |
| 2008 | 0.00% | 2.03% |
| 2007 | 0.00% | 0.94% |
| 2006 | 0.00% | 0.38% |
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