CLBFX
Price
$40.20
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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CLBFX vs MTRIX

CLBFX vs MTRIX Comparison Chart in %
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CLBFX 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 CLBFX is a Buy and MTRIX is a Hold.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 288B vs. MTRIX (7.36B). MTRIX pays higher dividends than CLBFX: MTRIX (2.67) vs CLBFX (1.92). CLBFX was incepted earlier than MTRIX: CLBFX (24 years) vs MTRIX (29 years). CLBFX (0.66) is less costly to investors than MTRIX (0.47). CLBFX is a more actively managed with annual turnover of: 50.00 vs. MTRIX (41.00). MTRIX has a lower initial minimum investment than CLBFX: MTRIX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 15.03 vs. MTRIX (3.43). CLBFX return over 5 years is better than : 36.94 vs. MTRIX (-0.33).
CLBFXMTRIXCLBFX / MTRIX
Total Expense Ratio0.660.47140%
Annual Report Gross Expense Ratio0.660.47140%
Fund Existence24 years29 years-
Gain YTD8.3442.505333%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets288B7.36B3,911%
Annual Yield % from dividends1.922.6772%
Returns for 1 year15.033.43438%
Returns for 3 years43.4812.85338%
Returns for 5 years36.94-0.33-11,045%
Returns for 10 years102.7839.96257%
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