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CLBCX vs MTRIX
CLBCX vs MTRIX Comparison
Open Charts CLBCX vs MTRIX
CLBCX vs MTRIX Comparison Chart in %
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CLBCX 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 CLBCX is a Buy and MTRIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 283B vs. MTRIX (7.6B). MTRIX pays higher dividends than CLBCX: MTRIX (2.59) vs CLBCX (1.09). CLBCX was incepted earlier than MTRIX: CLBCX (25 years) vs MTRIX (30 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 : 10.93 vs. MTRIX (6.23). CLBCX return over 5 years is better than : 30.26 vs. MTRIX (2.85).
| CLBCX | MTRIX | CLBCX / MTRIX | |
| Total Expense Ratio | 1.35 | 0.47 | 287% |
| Annual Report Gross Expense Ratio | 1.35 | 0.47 | 287% |
| Fund Existence | 25 years | 30 years | - |
| Gain YTD | 9.840 | 8.972 | 110% |
| Front Load | N/A | 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 | 1.09 | 2.59 | 42% |
| Returns for 1 year | 10.93 | 6.23 | 175% |
| Returns for 3 years | 40.94 | 18.28 | 224% |
| Returns for 5 years | 30.26 | 2.85 | 1,060% |
| Returns for 10 years | 80.98 | 42.40 | 191% |
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