Interact to see
Advertisement
Advertisement
CLBAX vs MTRIX
CLBAX vs MTRIX Comparison
Open Charts CLBAX vs MTRIX
CLBAX vs MTRIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. MTRIX commentary
Aug 16, 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 Buy and MTRIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 283B vs. MTRIX (7.6B). MTRIX pays higher dividends than CLBAX: MTRIX (2.59) vs CLBAX (1.82). 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 : 11.79 vs. MTRIX (6.23). CLBAX return over 5 years is better than : 35.32 vs. MTRIX (2.85).
| 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 | 10.393 | 8.972 | 116% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 7.6B | 3,726% |
| Annual Yield % from dividends | 1.82 | 2.59 | 70% |
| Returns for 1 year | 11.79 | 6.23 | 189% |
| Returns for 3 years | 44.19 | 18.28 | 242% |
| Returns for 5 years | 35.32 | 2.85 | 1,237% |
| Returns for 10 years | 95.11 | 42.40 | 224% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RYSGX | 71.13 | 0.67 | +0.95% |
| Rydex S&P SmallCap 600 Pure Growth A | |||
| JMCEX | 69.05 | -0.01 | -0.01% |
| JPMorgan Mid Cap Equity R2 | |||
| MEMKX | 15.25 | -0.06 | -0.39% |
| BNY Mellon Emerging Markets M | |||
| AWPCX | 23.29 | -0.12 | -0.51% |
| AB Sustainable Intl Thematic C | |||
| TEMSX | 11.83 | -0.08 | -0.67% |
| Nuveen Emerging Markets Eq Retiremt | |||