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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
Jul 26, 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: 288B vs. MTRIX (7.47B). MTRIX pays higher dividends than CLBAX: MTRIX (2.66) vs CLBAX (1.79). CLBAX was incepted earlier than MTRIX: CLBAX (24 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 : 10.36 vs. MTRIX (3.46). CLBAX return over 5 years is better than : 33.49 vs. MTRIX (1.43).
| CLBAX | MTRIX | CLBAX / MTRIX | |
| Total Expense Ratio | 0.58 | 0.47 | 123% |
| Annual Report Gross Expense Ratio | 0.58 | 0.47 | 123% |
| Fund Existence | 24 years | 30 years | - |
| Gain YTD | 7.785 | 5.576 | 140% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 7.47B | 3,856% |
| Annual Yield % from dividends | 1.79 | 2.66 | 67% |
| Returns for 1 year | 10.36 | 3.46 | 299% |
| Returns for 3 years | 37.70 | 11.82 | 319% |
| Returns for 5 years | 33.49 | 1.43 | 2,339% |
| Returns for 10 years | 91.19 | 38.37 | 238% |
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