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CBFSX vs MFBHX
CBFSX vs MFBHX Comparison
Open Charts CBFSX vs MFBHX
JPMorgan Corporate Bond I
Price$8.36
Change+$0.02 (+0.24%)
VolumeN/A
Net Assets362.01M
MFS Corporate Bond R3
Price$12.33
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets4.52B
CBFSX vs MFBHX Comparison Chart
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CBFSX vs. MFBHX commentary
Apr 30, 2025
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 CBFSX is a Hold and MFBHX is a Hold.
FUNDAMENTALS
Fundamentals
MFBHX has more cash in the bank: 4.53B vs. CBFSX (362M). CBFSX pays higher dividends than MFBHX: CBFSX (4.91) vs MFBHX (4.48). CBFSX was incepted earlier than MFBHX: CBFSX (12 years) vs MFBHX (20 years). CBFSX (0.79) and MFBHX (0.78) have similar cost to investors . CBFSX is a more actively managed with annual turnover of: 131.00 vs. MFBHX (59.00). MFBHX has a lower initial minimum investment than CBFSX: MFBHX (0) vs CBFSX (1000000). CBFSX annual gain was more profitable for investors over the last year : 7.67 vs. MFBHX (7.12). CBFSX (-2.12) and MFBHX (-2.20) have equivalent 5 years return.
| CBFSX | MFBHX | CBFSX / MFBHX | |
| Total Expense Ratio | 0.50 | 0.77 | 65% |
| Annual Report Gross Expense Ratio | 0.79 | 0.78 | 101% |
| Fund Existence | 12 years | 20 years | - |
| Gain YTD | 2.449 | 1.804 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 362M | 4.53B | 8% |
| Annual Yield % from dividends | 4.91 | 4.48 | 110% |
| Returns for 1 year | 7.67 | 7.12 | 108% |
| Returns for 3 years | 9.61 | 8.91 | 108% |
| Returns for 5 years | -2.12 | -2.20 | 96% |
| Returns for 10 years | 18.66 | 21.18 | 88% |
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