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CLBAX vs MTRIX
CLBAX vs MTRIX Comparison
Open Charts CLBAX vs MTRIX
CLBAX vs MTRIX Comparison Chart in %
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CLBAX vs. MTRIX commentary
Sep 22, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLBAX is a Hold and MTRIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 285B vs. MTRIX (7.35B). MTRIX pays higher dividends than CLBAX: MTRIX (2.56) vs CLBAX (1.80). CLBAX was incepted earlier than MTRIX: CLBAX (25 years) vs MTRIX (30 years). CLBAX (0.58) is less costly to investors than MTRIX (0.47). CLBAX is a more actively managed with annual turnover of: 50.00 vs. MTRIX (41.00). MTRIX has a lower initial minimum investment than CLBAX: MTRIX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 6.54 vs. MTRIX (1.39). CLBAX return over 5 years is better than : 34.52 vs. MTRIX (0.83).
| CLBAX | MTRIX | CLBAX / MTRIX | |
| Total Expense Ratio | 0.58 | 0.47 | 123% |
| Annual Report Gross Expense Ratio | 0.58 | 0.47 | 123% |
| Fund Existence | 25 years | 30 years | - |
| Gain YTD | 8.663 | 5.077 | 171% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 7.35B | 3,879% |
| Annual Yield % from dividends | 1.80 | 2.56 | 70% |
| Returns for 1 year | 6.54 | 1.39 | 469% |
| Returns for 3 years | 44.53 | 16.11 | 276% |
| Returns for 5 years | 34.52 | 0.83 | 4,146% |
| Returns for 10 years | 93.24 | 37.66 | 248% |
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