Interact to see
Advertisement
Advertisement
CLBAX vs MTRCX
CLBAX vs MTRCX Comparison
Open Charts CLBAX vs MTRCX
CLBAX vs MTRCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. MTRCX commentary
Aug 23, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 283B vs. MTRCX (7.57B). CLBAX pays higher dividends than MTRCX: CLBAX (1.82) vs MTRCX (1.62). 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 : 12.63 vs. MTRCX (5.08). CLBAX return over 5 years is better than : 35.82 vs. MTRCX (-1.50).
| 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 | 10.098 | 8.110 | 125% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 7.57B | 3,740% |
| Annual Yield % from dividends | 1.82 | 1.62 | 112% |
| Returns for 1 year | 12.63 | 5.08 | 249% |
| Returns for 3 years | 45.00 | 16.26 | 277% |
| Returns for 5 years | 35.82 | -1.50 | -2,389% |
| Returns for 10 years | 94.05 | 28.72 | 327% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers