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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 24, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 288B vs. MTRCX (7.36B). 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 : 16.85 vs. MTRCX (3.24). CLBFX return over 5 years is better than : 38.93 vs. MTRCX (-4.39).
| 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 | 9.449 | 2.101 | 450% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 7.36B | 3,911% |
| Annual Yield % from dividends | 1.92 | 1.68 | 115% |
| Returns for 1 year | 16.85 | 3.24 | 520% |
| Returns for 3 years | 44.94 | 9.88 | 455% |
| Returns for 5 years | 38.93 | -4.39 | -887% |
| Returns for 10 years | 104.85 | 27.26 | 385% |
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