CGBL vs JAVA

Comparison between CAPITAL GROUP CORE BALANCED ETF SHARE CLASS (CGBL, ETF) and JPMORGAN ACTIVE VALUE ETF (JAVA, ETF).

CGBL vs JAVA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CGBL(ETF)	JAVA(ETF)
Net Assets	$7B	$7B
Expense Ratio	0.33%	0.44%
Max Drawdown	12.01%	17.08%
Sharpe Ratio	1.15	2.01
5Y Beta	0.66	0.72
P/E Ratio	N/A	21.65
Forward P/E	N/A	18.47
PEG Ratio	N/A	0.19
5Y EPS CAGR	N/A	13.87%
P/S Ratio	N/A	1.97
P/B Ratio	N/A	3.44

Net Assets

CGBL

$7B

JAVA

$7B

Expense Ratio

Winner

CGBL

0.33%

JAVA

0.44%

Max Drawdown

Winner

CGBL

12.01%

JAVA

17.08%

Sharpe Ratio

CGBL

1.15

Winner

JAVA

2.01

5Y Beta

Winner

CGBL

0.66

JAVA

0.72

P/E Ratio

CGBL

N/A

JAVA

21.65

Forward P/E

CGBL

N/A

JAVA

18.47

PEG Ratio

CGBL

N/A

JAVA

0.19

5Y EPS CAGR

CGBL

N/A

JAVA

13.87%

P/S Ratio

CGBL

N/A

JAVA

1.97

P/B Ratio

CGBL

N/A

JAVA

3.44

CGBL vs JAVA - Historical Returns

Returns include dividend reinvestment.

Period	CGBL	JAVA
1 month	+2.07%	+3.73%
3 months	+4.01%	+9.81%
6 months	+6.72%	+9.23%
1 year	+16.55%	+30.11%
5 years(CAGR)	N/A	+12.78%
Max(CAGR)	+18.33%	+12.78%

CGBL

+2.07%

Winner

JAVA

+3.73%

CGBL

+4.01%

Winner

JAVA

+9.81%

CGBL

+6.72%

Winner

JAVA

+9.23%

CGBL

+16.55%

Winner

JAVA

+30.11%

5Y(CAGR)

CGBL

N/A

JAVA

+12.78%

Max(CAGR)

Winner

CGBL

+18.33%

JAVA

+12.78%

CGBL vs JAVA - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	CGBL	JAVA
2026	+8.85%	+15.64%
2025	+15.25%	+14.94%
2024	+17.28%	+15.14%
2023	+9.80%	+10.75%
2022	N/A	-1.75%
2021	N/A	+5.22%

CGBL vs JAVA Drawdown Comparison

The maximum drawdown for CGBL was -11.66%, occurring on Apr 8, 2025. Recovery took 80 trading sessions.

The maximum drawdown for JAVA was -16.54%, occurring on Apr 8, 2025. Recovery took 181 trading sessions.

Rank	CGBL	JAVA
#1	-11.66% Feb 6, 2025 - Jun 3, 2025	-16.54% Nov 29, 2024 - Aug 22, 2025
#2	-7.88% Feb 25, 2026 - Apr 17, 2026	-16.06% Mar 29, 2022 - Jul 18, 2023
#3	-5.93% Jul 16, 2024 - Aug 30, 2024	-11.37% Jul 24, 2023 - Dec 13, 2023
#4	-4.38% Oct 11, 2023 - Nov 14, 2023	-8.29% Feb 6, 2026 - May 6, 2026
#5	-3.82% Dec 16, 2024 - Jan 24, 2025	-7.08% Nov 8, 2021 - Dec 29, 2021
#6	-3.78% Mar 28, 2024 - May 15, 2024	-6.89% Feb 9, 2022 - Mar 25, 2022
#7	-3.57% Jun 2, 2026 - Jun 18, 2026	-5.07% Jul 17, 2024 - Aug 19, 2024
#8	-3.57% Oct 28, 2025 - Dec 3, 2025	-5.03% Mar 28, 2024 - May 14, 2024
#9	-3.12% Aug 30, 2024 - Sep 13, 2024	-4.77% Jan 14, 2022 - Feb 9, 2022
#10	-2.95% Jul 6, 2026 - Aug 4, 2026	-4.17% Nov 12, 2025 - Nov 26, 2025
#11	-2.59% Nov 8, 2024 - Dec 2, 2024	-3.33% Oct 3, 2025 - Oct 23, 2025
#12	-2.48% May 14, 2026 - May 27, 2026	-3.14% May 17, 2024 - Jul 11, 2024
#13	-2.18% Dec 11, 2025 - Dec 24, 2025	-2.93% Aug 30, 2024 - Sep 17, 2024
#14	-2.17% Jan 28, 2026 - Feb 20, 2026	-2.54% Dec 28, 2023 - Jan 26, 2024
#15	-2.09% Oct 18, 2024 - Nov 6, 2024	-2.47% Oct 18, 2024 - Nov 6, 2024