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CLBCX vs MTRCX
CLBCX vs MTRCX Comparison
Open Charts CLBCX vs MTRCX
CLBCX vs MTRCX Comparison Chart in %
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CLBCX vs. MTRCX commentary
Sep 12, 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 CLBCX is a Buy and MTRCX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 285B vs. MTRCX (7.34B). MTRCX pays higher dividends than CLBCX: MTRCX (1.59) vs CLBCX (1.08). CLBCX was incepted earlier than MTRCX: CLBCX (25 years) vs MTRCX (32 years). MTRCX (1.47) is less costly to investors than CLBCX (1.35). CLBCX is a more actively managed with annual turnover of: 50.00 vs. MTRCX (41.00). CLBCX has a lower initial minimum investment than MTRCX: CLBCX (250) vs MTRCX (1000). CLBCX annual gain was more profitable for investors over the last year : 5.85 vs. MTRCX (0.85). CLBCX return over 5 years is better than : 28.28 vs. MTRCX (-3.73).
| CLBCX | MTRCX | CLBCX / MTRCX | |
| Total Expense Ratio | 1.35 | 1.47 | 92% |
| Annual Report Gross Expense Ratio | 1.35 | 1.47 | 92% |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 7.915 | 5.342 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 7.34B | 3,884% |
| Annual Yield % from dividends | 1.08 | 1.59 | 68% |
| Returns for 1 year | 5.85 | 0.85 | 687% |
| Returns for 3 years | 38.25 | 12.05 | 318% |
| Returns for 5 years | 28.28 | -3.73 | -759% |
| Returns for 10 years | 81.07 | 27.80 | 292% |
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