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CBRCX vs MFBHX
CBRCX vs MFBHX Comparison
Open Charts CBRCX vs MFBHX
JPMorgan Corporate Bond C
Price$8.30
Change-$0.03 (-0.36%)
VolumeN/A
Net Assets369.17M
MFS Corporate Bond R3
Price$12.29
Change-$0.05 (-0.41%)
VolumeN/A
Net Assets4.51B
CBRCX vs MFBHX Comparison Chart
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CBRCX vs. MFBHX commentary
Jun 15, 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 CBRCX is a Hold and MFBHX is a Hold.
FUNDAMENTALS
Fundamentals
MFBHX has more cash in the bank: 4.51B vs. CBRCX (369M). MFBHX pays higher dividends than CBRCX: MFBHX (4.54) vs CBRCX (4.25). CBRCX was incepted earlier than MFBHX: CBRCX (12 years) vs MFBHX (20 years). CBRCX (1.55) is less costly to investors than MFBHX (0.78). CBRCX is a more actively managed with annual turnover of: 131.00 vs. MFBHX (59.00). MFBHX has a lower initial minimum investment than CBRCX: MFBHX (0) vs CBRCX (1000). MFBHX annual gain was more profitable for investors over the last year : 4.26 vs. CBRCX (3.79). MFBHX return over 5 years is better than : -4.40 vs. CBRCX (-8.10).
| CBRCX | MFBHX | CBRCX / MFBHX | |
| Total Expense Ratio | 1.25 | 0.77 | 162% |
| Annual Report Gross Expense Ratio | 1.55 | 0.78 | 199% |
| Fund Existence | 12 years | 20 years | - |
| Gain YTD | 2.540 | 2.420 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 369M | 4.51B | 8% |
| Annual Yield % from dividends | 4.25 | 4.54 | 94% |
| Returns for 1 year | 3.79 | 4.26 | 89% |
| Returns for 3 years | 12.31 | 14.63 | 84% |
| Returns for 5 years | -8.10 | -4.40 | 184% |
| Returns for 10 years | 12.56 | 24.13 | 52% |
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