CGBL vs FBCG
Comparison between CAPITAL GROUP CORE BALANCED ETF SHARE CLASS (CGBL, ETF) and FIDELITY BLUE CHIP GROWTH ETF (FBCG, ETF).
CGBL vs FBCG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGBL
$7B
FBCG
$7B
Expense Ratio
Winner
CGBL
0.33%
FBCG
0.57%
Max Drawdown
Winner
CGBL
12.01%
FBCG
43.56%
Sharpe Ratio
CGBL
0.95
Winner
FBCG
0.99
5Y Beta
Winner
CGBL
0.66
FBCG
1.40
P/E Ratio
CGBL
N/A
FBCG
37.16
Forward P/E
CGBL
N/A
FBCG
24.62
5Y Dividends CAGR
CGBL
N/A
FBCG
108.07%
5Y EPS CAGR
CGBL
N/A
FBCG
40.09%
P/S Ratio
CGBL
N/A
FBCG
4.03
P/B Ratio
CGBL
N/A
FBCG
10.44
CGBL vs FBCG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CGBL
-0.93%
FBCG
-2.28%
3M
CGBL
+1.47%
Winner
FBCG
+4.02%
6M
CGBL
+3.33%
Winner
FBCG
+8.98%
1Y
CGBL
+12.50%
Winner
FBCG
+21.16%
5Y(CAGR)
CGBL
N/A
FBCG
+13.54%
Max(CAGR)
CGBL
+17.41%
Winner
FBCG
+19.74%
CGBL vs FBCG - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | CGBL | FBCG |
|---|---|---|
| 2026 | +5.48% | +9.14% |
| 2025 | +15.25% | +17.89% |
| 2024 | +17.28% | +41.79% |
| 2023 | +9.80% | +59.49% |
| 2022 | N/A | -39.76% |
| 2021 | N/A | +23.24% |
| 2020 | N/A | +42.99% |
CGBL vs FBCG Drawdown Comparison
The maximum drawdown for CGBL was -11.66%, occurring on Apr 8, 2025. Recovery took 80 trading sessions.
The maximum drawdown for FBCG was -43.56%, occurring on Dec 28, 2022. Recovery took 558 trading sessions.
The current CGBL drawdown is -2.05%. The current FBCG drawdown is -6.38%.
| Rank | CGBL | FBCG |
|---|---|---|
| #1 | -11.66% Feb 6, 2025 - Jun 3, 2025 | -43.56% Nov 18, 2021 - Feb 9, 2024 |
| #2 | -7.88% Feb 25, 2026 - Apr 17, 2026 | -27.89% Jan 23, 2025 - Jul 9, 2025 |
| #3 | -5.93% Jul 16, 2024 - Aug 30, 2024 | -15.37% Jul 10, 2024 - Oct 22, 2024 |
| #4 | -4.38% Oct 11, 2023 - Nov 14, 2023 | -15.17% Oct 29, 2025 - Apr 15, 2026 |
| #5 | -3.82% Dec 16, 2024 - Jan 24, 2025 | -12.56% Feb 12, 2021 - Jun 22, 2021 |
| #6 | -3.78% Mar 28, 2024 - May 15, 2024 | -11.08% Sep 2, 2020 - Nov 5, 2020 |
| #7 | -3.57% Jun 2, 2026 - Jun 18, 2026 | -7.96% Mar 22, 2024 - May 6, 2024 |
| #8 | -3.57% Oct 28, 2025 - Dec 3, 2025 | -7.63% Sep 7, 2021 - Oct 28, 2021 |
| #9 | -3.12% Aug 30, 2024 - Sep 13, 2024 | -7.59% Jun 2, 2026 - Jun 10, 2026 |
| #10 | -2.59% Nov 8, 2024 - Dec 2, 2024 | -5.76% Jun 10, 2020 - Jun 22, 2020 |
| #11 | -2.48% May 14, 2026 - May 27, 2026 | -5.49% Jan 25, 2021 - Feb 4, 2021 |
| #12 | -2.18% Dec 11, 2025 - Dec 24, 2025 | -5.16% Nov 6, 2020 - Nov 24, 2020 |
| #13 | -2.17% Jan 28, 2026 - Feb 20, 2026 | -4.99% Dec 16, 2024 - Jan 22, 2025 |
| #14 | -2.09% Oct 18, 2024 - Nov 6, 2024 | -4.39% Jul 6, 2021 - Jul 23, 2021 |
| #15 | -2.05% Jul 6, 2026 - Jul 17, 2026 | -4.13% Aug 6, 2020 - Aug 18, 2020 |
Correlation
Correlation between CGBL and FBCG is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2020 - 2026)
CGBL vs FBCG dividend yield comparison.
| Year | CGBL | FBCG |
|---|---|---|
| 2026 | 0.78% | 0.00% |
| 2025 | 1.98% | 0.05% |
| 2024 | 1.92% | 0.12% |
| 2023 | 0.48% | 0.02% |
| 2020 | 0.00% | 0.01% |
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