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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 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 MTRRX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 283B vs. MTRRX (7.57B). MTRRX pays higher dividends than CLBAX: MTRRX (2.12) vs CLBAX (1.82). 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 : 12.63 vs. MTRRX (5.61). CLBAX return over 5 years is better than : 35.82 vs. MTRRX (0.86).
| 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 | 10.098 | 8.495 | 119% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 7.57B | 3,740% |
| Annual Yield % from dividends | 1.82 | 2.12 | 86% |
| Returns for 1 year | 12.63 | 5.61 | 225% |
| Returns for 3 years | 45.00 | 17.96 | 250% |
| Returns for 5 years | 35.82 | 0.86 | 4,167% |
| Returns for 10 years | 94.05 | 35.12 | 268% |
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