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CLBAX vs MTRRX
CLBAX vs MTRRX Comparison
Open Charts CLBAX vs MTRRX
CLBAX vs MTRRX Comparison Chart in %
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CLBAX vs. MTRRX 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 MTRRX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 288B vs. MTRRX (7.49B). MTRRX pays higher dividends than CLBAX: MTRRX (1.95) vs CLBAX (1.82). CLBAX was incepted earlier than MTRRX: CLBAX (24 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 : 11.32 vs. MTRRX (4.71). CLBAX return over 5 years is better than : 34.10 vs. MTRRX (-1.00).
| CLBAX | MTRRX | CLBAX / MTRRX | |
| Total Expense Ratio | 0.58 | 0.97 | 60% |
| Annual Report Gross Expense Ratio | 0.58 | 0.97 | 60% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 8.404 | 5.696 | 148% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 7.49B | 3,847% |
| Annual Yield % from dividends | 1.82 | 1.95 | 93% |
| Returns for 1 year | 11.32 | 4.71 | 240% |
| Returns for 3 years | 38.62 | 10.85 | 356% |
| Returns for 5 years | 34.10 | -1.00 | -3,415% |
| Returns for 10 years | 93.45 | 33.08 | 283% |
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