CLBCX
Price
$41.03
Change
+$0.10 (+0.24%)
Updated
Jun 2 closing price
Net Assets
278.87B
MTRCX
Price
$19.87
Change
+$0.01 (+0.05%)
Updated
Jun 2 closing price
Net Assets
7.45B
Interact to see
Advertisement

CLBCX vs MTRCX

Header iconCLBCX vs MTRCX Comparison
Open Charts CLBCX vs MTRCXBanner chart's image
CLBCX vs MTRCX Comparison Chart in %
View a ticker or compare two or three
VS
CLBCX vs. MTRCX commentary
Jun 04, 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 Hold and MTRCX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 279B vs. MTRCX (7.45B). MTRCX pays higher dividends than CLBCX: MTRCX (1.68) vs CLBCX (1.10). CLBCX was incepted earlier than MTRCX: CLBCX (24 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 : 16.84 vs. MTRCX (4.46). CLBCX return over 5 years is better than : 32.06 vs. MTRCX (-5.32).
CLBCXMTRCXCLBCX / MTRCX
Total Expense Ratio1.351.4792%
Annual Report Gross Expense Ratio1.351.4792%
Fund Existence24 years32 years-
Gain YTD9.3302.618356%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets279B7.45B3,744%
Annual Yield % from dividends1.101.6865%
Returns for 1 year16.844.46378%
Returns for 3 years42.2111.26375%
Returns for 5 years32.06-5.32-603%
Returns for 10 years83.4325.70325%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FDECX25.29N/A
N/A
Fidelity Advisor Capital Development C
GAUIX5.59N/A
N/A
Gabelli Utilities I
TVLYX12.60N/A
N/A
Touchstone Value Y
RYWCX48.51N/A
N/A
Rydex S&P SmallCap 600 Pure Growth C
SILVX19.08N/A
N/A
SGI US Large Cap Equity I