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CLBFX vs MTRCX
CLBFX vs MTRCX Comparison
Open Charts CLBFX vs MTRCX
CLBFX vs MTRCX Comparison Chart in %
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CLBFX 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 CLBFX is a Hold and MTRCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 279B vs. MTRCX (7.45B). CLBFX pays higher dividends than MTRCX: CLBFX (1.92) vs MTRCX (1.68). CLBFX was incepted earlier than MTRCX: CLBFX (24 years) vs MTRCX (32 years). MTRCX (1.47) is less costly to investors than CLBFX (0.66). CLBFX is a more actively managed with annual turnover of: 50.00 vs. MTRCX (41.00). CLBFX has a lower initial minimum investment than MTRCX: CLBFX (250) vs MTRCX (1000). CLBFX annual gain was more profitable for investors over the last year : 17.91 vs. MTRCX (4.46). CLBFX return over 5 years is better than : 38.25 vs. MTRCX (-5.32).
| CLBFX | MTRCX | CLBFX / MTRCX | |
| Total Expense Ratio | 0.66 | 1.47 | 45% |
| Annual Report Gross Expense Ratio | 0.66 | 1.47 | 45% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 9.786 | 2.618 | 374% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 7.45B | 3,744% |
| Annual Yield % from dividends | 1.92 | 1.68 | 115% |
| Returns for 1 year | 17.91 | 4.46 | 402% |
| Returns for 3 years | 46.17 | 11.26 | 410% |
| Returns for 5 years | 38.25 | -5.32 | -719% |
| Returns for 10 years | 101.63 | 25.70 | 395% |
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