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CLBAX vs MTRBX
CLBAX vs MTRBX Comparison
Open Charts CLBAX vs MTRBX
CLBAX vs MTRBX Comparison Chart in %
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CLBAX vs. MTRBX commentary
Aug 03, 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 MTRBX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 288B vs. MTRBX (7.49B). CLBAX pays higher dividends than MTRBX: CLBAX (1.82) vs MTRBX (1.48). CLBAX was incepted earlier than MTRBX: CLBAX (24 years) vs MTRBX (33 years). MTRBX (1.47) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 50.00 vs. MTRBX (41.00). CLBAX has a lower initial minimum investment than MTRBX: CLBAX (250) vs MTRBX (1000). CLBAX annual gain was more profitable for investors over the last year : 11.32 vs. MTRBX (4.24). CLBAX return over 5 years is better than : 34.10 vs. MTRBX (-3.43).
| CLBAX | MTRBX | CLBAX / MTRBX | |
| Total Expense Ratio | 0.58 | 1.47 | 39% |
| Annual Report Gross Expense Ratio | 0.58 | 1.47 | 39% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 8.404 | 5.458 | 154% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 7.49B | 3,847% |
| Annual Yield % from dividends | 1.82 | 1.48 | 122% |
| Returns for 1 year | 11.32 | 4.24 | 267% |
| Returns for 3 years | 38.62 | 9.23 | 419% |
| Returns for 5 years | 34.10 | -3.43 | -993% |
| Returns for 10 years | 93.45 | 26.57 | 352% |
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