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CBFVX vs MFBHX
CBFVX vs MFBHX Comparison
Open Charts CBFVX vs MFBHX
JPMorgan Corporate Bond R6
Price$8.38
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets372.23M
MFS Corporate Bond R3
Price$12.39
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets4.52B
CBFVX vs MFBHX Comparison Chart in %
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CBFVX vs. MFBHX commentary
Jul 01, 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 CBFVX is a Hold and MFBHX is a Hold.
FUNDAMENTALS
Fundamentals
MFBHX has more cash in the bank: 4.52B vs. CBFVX (372M). CBFVX pays higher dividends than MFBHX: CBFVX (5.10) vs MFBHX (4.54). CBFVX was incepted earlier than MFBHX: CBFVX (12 years) vs MFBHX (20 years). MFBHX (0.78) is less costly to investors than CBFVX (0.54). CBFVX is a more actively managed with annual turnover of: 70.00 vs. MFBHX (59.00). MFBHX has a lower initial minimum investment than CBFVX: MFBHX (0) vs CBFVX (15000000). CBFVX annual gain was more profitable for investors over the last year : 6.17 vs. MFBHX (5.71). CBFVX (-4.06) and MFBHX (-4.19) have equivalent 5 years return.
| CBFVX | MFBHX | CBFVX / MFBHX | |
| Total Expense Ratio | 0.40 | 0.77 | 52% |
| Annual Report Gross Expense Ratio | 0.54 | 0.78 | 69% |
| Fund Existence | 12 years | 20 years | - |
| Gain YTD | 3.809 | 3.254 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 4.52B | 8% |
| Annual Yield % from dividends | 5.10 | 4.54 | 112% |
| Returns for 1 year | 6.17 | 5.71 | 108% |
| Returns for 3 years | 14.89 | 14.61 | 102% |
| Returns for 5 years | -4.06 | -4.19 | 97% |
| Returns for 10 years | 24.03 | 25.14 | 96% |
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