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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
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 MTRCX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 288B vs. MTRCX (7.49B). CLBAX pays higher dividends than MTRCX: CLBAX (1.82) vs MTRCX (1.50). 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 : 11.32 vs. MTRCX (4.34). CLBAX return over 5 years is better than : 34.10 vs. MTRCX (-3.25).
| 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 | 8.404 | 5.438 | 155% |
| 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 | 1.50 | 121% |
| Returns for 1 year | 11.32 | 4.34 | 261% |
| Returns for 3 years | 38.62 | 9.39 | 411% |
| Returns for 5 years | 34.10 | -3.25 | -1,048% |
| Returns for 10 years | 93.45 | 26.92 | 347% |
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