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CLBAX vs MTRCX
CLBAX vs MTRCX Comparison
Open Charts CLBAX vs MTRCX
CLBAX vs MTRCX Comparison Chart in %
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CLBAX vs. MTRCX commentary
Jun 04, 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 Hold and MTRCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 279B vs. MTRCX (7.45B). CLBAX pays higher dividends than MTRCX: CLBAX (1.78) vs MTRCX (1.68). CLBAX was incepted earlier than MTRCX: CLBAX (24 years) vs MTRCX (32 years). MTRCX (1.47) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 50.00 vs. MTRCX (41.00). CLBAX has a lower initial minimum investment than MTRCX: CLBAX (250) vs MTRCX (1000). CLBAX annual gain was more profitable for investors over the last year : 17.74 vs. MTRCX (4.46). CLBAX return over 5 years is better than : 37.18 vs. MTRCX (-5.32).
| CLBAX | MTRCX | CLBAX / MTRCX | |
| Total Expense Ratio | 0.58 | 1.47 | 39% |
| Annual Report Gross Expense Ratio | 0.58 | 1.47 | 39% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 9.696 | 2.618 | 370% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 7.45B | 3,744% |
| Annual Yield % from dividends | 1.78 | 1.68 | 106% |
| Returns for 1 year | 17.74 | 4.46 | 398% |
| Returns for 3 years | 45.52 | 11.26 | 404% |
| Returns for 5 years | 37.18 | -5.32 | -699% |
| Returns for 10 years | 97.87 | 25.70 | 381% |
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