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Compare Carlyle Group Inc (CG) vs Invesco Preferred ETF (PGX) Price & Performance

Carlyle Group IncTrade
Invesco Preferred ETFTrade

Price performance (Past 24H)

Key statistics

Carlyle Group Inc vs Invesco Preferred ETF — how do they compare? Carlyle Group Inc trades at $44.23 (market cap $16.37B), while Invesco Preferred ETF trades at $10.87. The key difference: Carlyle Group Inc pays a 3.08% dividend while Invesco Preferred ETF pays none. Which is the better fit depends on your goals.

CGPGX
Market Cap
$16.37B
Sector
Financials
52-Week High
$69.35$11.87
52-Week Low
$40.52$10.82
Dividend Yield
3.08%

Aura AI Summary

Signals from Pluang's Aura AI — not financial advice

Carlyle Group Inc

CG trades at $44.14, down 1.27% on the day, with a neutral technical signal and bearish moving averages. The company reported revenue of $3.21B and net income of $808.70M for 2025, with a P/E ratio of 30.24. Recent developments include the acquisition of a majority stake in MAI Capital Management and the upcoming Q2 2026 earnings release on August 5, 2026.

The outlook is mixed, with analyst consensus leaning bullish (53.84% Buy) and a price target of $58.57 implying significant upside. However, risks include volatile cash flows from operations, recent earnings misses, and a high valuation. The stock's performance hinges on successful execution of growth initiatives and improved earnings consistency.

Invesco Preferred ETF

PGX trades at $10.83, down 0.18% with a bearish technical signal from moving averages. Recent news includes the sale of the Golden Sidewalk Project to Kenorland Exploration. Financial ratios are unavailable in the current data, limiting fundamental assessment. The stock faces negative sentiment from recent analyst coverage questioning its risk-reward profile.

The outlook remains cautious given bearish technical indicators and critical analyst commentary highlighting poor returns and limited downside protection. Investment opportunities appear constrained by structural concerns, while risks include participation in market selloffs and recovery rate uncertainties in debt instruments.

Returns comparison

Trailing returns across standard periods

About Carlyle Group Inc

The Carlyle Group is one of the world's largest alternative-asset managers, with $376.4 billion in total assets under management, including $259.6 billion in fee-earning AUM, at the end of June 2022. The company has three core business segments: private equity, which includes private equity, real estate, infrastructure and natural resources funds (accounting for 41% of fee-earning AUM and 65% of base management fees during 2021), global credit (45% and 24%) and investment solutions (14% and 11%). The firm primarily serves institutional investors and high-net-worth individuals. Carlyle operates through 29 offices across five continents, serving close to 2,700 active carry fund investors from 95 countries.

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About Invesco Preferred ETF

The fund generally will invest at least 80% of its total assets in the components of the index. Strictly in accordance with its guidelines and mandated procedures, ICE Data Indices, LLC selects securities for the index, which is a market capitalization-weighted index designed to measure the performance of the fixed rate US dollar-denominated preferred securities market.

Read more on PGX