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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
Sep 12, 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 MTRCX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 285B vs. MTRCX (7.34B). CLBAX pays higher dividends than MTRCX: CLBAX (1.80) vs MTRCX (1.59). CLBAX was incepted earlier than MTRCX: CLBAX (25 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 : 6.67 vs. MTRCX (0.85). CLBAX return over 5 years is better than : 33.22 vs. MTRCX (-3.73).
| CLBAX | MTRCX | CLBAX / MTRCX | |
| Total Expense Ratio | 0.58 | 1.47 | 39% |
| Annual Report Gross Expense Ratio | 0.58 | 1.47 | 39% |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 8.484 | 5.342 | 159% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 7.34B | 3,884% |
| Annual Yield % from dividends | 1.80 | 1.59 | 113% |
| Returns for 1 year | 6.67 | 0.85 | 783% |
| Returns for 3 years | 41.43 | 12.05 | 344% |
| Returns for 5 years | 33.22 | -3.73 | -892% |
| Returns for 10 years | 95.16 | 27.80 | 342% |
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