DXJ vs CGBL
Comparison between WISDOMTREE JAPAN HEDGED EQUITY FUND (DXJ, ETF) and CAPITAL GROUP CORE BALANCED ETF SHARE CLASS (CGBL, ETF).
DXJ vs CGBL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DXJ
$7.20B
CGBL
$7.20B
Expense Ratio
DXJ
0.48%
Winner
CGBL
0.33%
Max Drawdown
DXJ
51.15%
Winner
CGBL
12.01%
Sharpe Ratio
Winner
DXJ
1.83
CGBL
1.07
5Y Beta
DXJ
0.88
Winner
CGBL
0.65
5Y Dividends CAGR
DXJ
19.00%
CGBL
N/A
DXJ vs CGBL - Historical Returns
Returns include dividend reinvestment.
1M
DXJ
+0.61%
Winner
CGBL
+2.11%
3M
Winner
DXJ
+5.67%
CGBL
+3.41%
6M
Winner
DXJ
+7.26%
CGBL
+5.41%
1Y
Winner
DXJ
+42.89%
CGBL
+15.73%
5Y(CAGR)
DXJ
+28.22%
CGBL
N/A
10Y(CAGR)
DXJ
+18.66%
CGBL
N/A
Max(CAGR)
DXJ
+9.52%
Winner
CGBL
+17.88%
DXJ vs CGBL - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | DXJ | CGBL |
|---|---|---|
| 2026 | +23.27% | +8.37% |
| 2025 | +32.75% | +15.25% |
| 2024 | +29.70% | +17.28% |
| 2023 | +41.60% | +9.80% |
| 2022 | +5.50% | N/A |
| 2021 | +20.02% | N/A |
| 2020 | +2.94% | N/A |
| 2019 | +18.74% | N/A |
| 2018 | -19.93% | N/A |
| 2017 | +20.68% | N/A |
| 2016 | +3.34% | N/A |
| 2015 | +6.84% | N/A |
| 2014 | +10.26% | N/A |
| 2013 | +37.17% | N/A |
| 2012 | +17.73% | N/A |
| 2011 | -16.75% | N/A |
| 2010 | -3.89% | N/A |
| 2009 | +0.88% | N/A |
| 2008 | -20.38% | N/A |
| 2007 | -7.22% | N/A |
| 2006 | +10.57% | N/A |
DXJ vs CGBL Drawdown Comparison
The maximum drawdown for DXJ was -49.55%, occurring on Mar 9, 2009. Recovery took 1899 trading sessions.
The maximum drawdown for CGBL was -11.66%, occurring on Apr 8, 2025. Recovery took 80 trading sessions.
The current DXJ drawdown is -2.79%. The current CGBL drawdown is -0.91%.
| Rank | DXJ | CGBL |
|---|---|---|
| #1 | -49.55% Feb 26, 2007 - Sep 10, 2014 | -11.66% Feb 6, 2025 - Jun 3, 2025 |
| #2 | -39.12% Jan 17, 2018 - Feb 8, 2021 | -7.88% Feb 25, 2026 - Apr 17, 2026 |
| #3 | -33.59% Jun 1, 2015 - Oct 3, 2017 | -5.93% Jul 16, 2024 - Aug 30, 2024 |
| #4 | -22.19% Jul 10, 2024 - Mar 24, 2025 | -4.38% Oct 11, 2023 - Nov 14, 2023 |
| #5 | -16.57% Mar 25, 2025 - Jun 27, 2025 | -3.82% Dec 16, 2024 - Jan 24, 2025 |
| #6 | -11.78% Jan 12, 2022 - Mar 24, 2022 | -3.78% Mar 28, 2024 - May 15, 2024 |
| #7 | -11.41% Sep 26, 2014 - Oct 31, 2014 | -3.57% Jun 2, 2026 - Jun 18, 2026 |
| #8 | -10.98% Feb 25, 2026 - May 13, 2026 | -3.57% Oct 28, 2025 - Dec 3, 2025 |
| #9 | -9.73% Jun 30, 2006 - Aug 15, 2006 | -3.12% Aug 30, 2024 - Sep 13, 2024 |
| #10 | -9.11% Dec 5, 2014 - Feb 18, 2015 | -2.95% Jul 6, 2026 - Aug 4, 2026 |
| #11 | -8.74% Sep 19, 2023 - Jan 5, 2024 | -2.59% Nov 8, 2024 - Dec 2, 2024 |
| #12 | -8.53% Mar 8, 2023 - Apr 21, 2023 | -2.48% May 14, 2026 - May 27, 2026 |
| #13 | -8.31% Sep 13, 2021 - Jan 4, 2022 | -2.18% Dec 11, 2025 - Dec 24, 2025 |
| #14 | -6.82% Aug 18, 2022 - Nov 8, 2022 | -2.17% Jan 28, 2026 - Feb 20, 2026 |
| #15 | -6.68% Jun 7, 2022 - Aug 17, 2022 | -2.09% Oct 18, 2024 - Nov 6, 2024 |
Correlation
Correlation between DXJ and CGBL is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2006 - 2026)
DXJ vs CGBL dividend yield comparison.
| Year | DXJ | CGBL |
|---|---|---|
| 2026 | 0.65% | 0.76% |
| 2025 | 1.29% | 1.98% |
| 2024 | 3.48% | 1.92% |
| 2023 | 3.44% | 0.48% |
| 2022 | 3.02% | 0.00% |
| 2021 | 2.64% | 0.00% |
| 2020 | 2.53% | 0.00% |
| 2019 | 2.47% | 0.00% |
| 2018 | 2.92% | 0.00% |
| 2017 | 2.30% | 0.00% |
| 2016 | 1.98% | 0.00% |
| 2015 | 5.95% | 0.00% |
| 2014 | 11.61% | 0.00% |
| 2013 | 2.44% | 0.00% |
| 2012 | 1.50% | 0.00% |
| 2011 | 2.38% | 0.00% |
| 2010 | 1.18% | 0.00% |
| 2009 | 1.86% | 0.00% |
| 2008 | 2.03% | 0.00% |
| 2007 | 0.94% | 0.00% |
| 2006 | 0.38% | 0.00% |
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