CLBCX
Price
$40.35
Change
-$0.41 (-1.01%)
Updated
Jun 23 closing price
Net Assets
287.61B
MTRIX
Price
$19.56
Change
+$0.07 (+0.36%)
Updated
Jun 23 closing price
Net Assets
7.36B
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CLBCX vs MTRIX

CLBCX vs MTRIX Comparison Chart in %
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CLBCX vs. MTRIX commentary
Jun 24, 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 CLBCX is a Buy and MTRIX is a Hold.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 288B vs. MTRIX (7.36B). MTRIX pays higher dividends than CLBCX: MTRIX (2.67) vs CLBCX (1.10). CLBCX was incepted earlier than MTRIX: CLBCX (24 years) vs MTRIX (29 years). CLBCX (1.35) is less costly to investors than MTRIX (0.47). CLBCX is a more actively managed with annual turnover of: 50.00 vs. MTRIX (41.00). MTRIX has a lower initial minimum investment than CLBCX: MTRIX (0) vs CLBCX (250). CLBCX annual gain was more profitable for investors over the last year : 14.01 vs. MTRIX (3.43). CLBCX return over 5 years is better than : 30.82 vs. MTRIX (-0.33).
CLBCXMTRIXCLBCX / MTRIX
Total Expense Ratio1.350.47287%
Annual Report Gross Expense Ratio1.350.47287%
Fund Existence24 years29 years-
Gain YTD7.8622.505314%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets288B7.36B3,911%
Annual Yield % from dividends1.102.6741%
Returns for 1 year14.013.43408%
Returns for 3 years39.6412.85309%
Returns for 5 years30.82-0.33-9,217%
Returns for 10 years84.5839.96212%
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