Interact to see
Advertisement
Advertisement
CLBAX vs MTRRX
CLBAX vs MTRRX Comparison
Open Charts CLBAX vs MTRRX
CLBAX vs MTRRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. MTRRX commentary
Sep 13, 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 MTRRX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 285B vs. MTRRX (7.34B). MTRRX pays higher dividends than CLBAX: MTRRX (2.08) vs CLBAX (1.80). CLBAX was incepted earlier than MTRRX: CLBAX (25 years) vs MTRRX (23 years). MTRRX (0.97) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 50.00 vs. MTRRX (41.00). MTRRX has a lower initial minimum investment than CLBAX: MTRRX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 6.67 vs. MTRRX (1.34). CLBAX return over 5 years is better than : 33.22 vs. MTRRX (-1.43).
| CLBAX | MTRRX | CLBAX / MTRRX | |
| Total Expense Ratio | 0.58 | 0.97 | 60% |
| Annual Report Gross Expense Ratio | 0.58 | 0.97 | 60% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 8.484 | 5.745 | 148% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 7.34B | 3,884% |
| Annual Yield % from dividends | 1.80 | 2.08 | 86% |
| Returns for 1 year | 6.67 | 1.34 | 499% |
| Returns for 3 years | 41.43 | 13.60 | 305% |
| Returns for 5 years | 33.22 | -1.43 | -2,319% |
| Returns for 10 years | 95.16 | 34.13 | 279% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers