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CBRCX vs MFBHX
CBRCX vs MFBHX Comparison
Open Charts CBRCX vs MFBHX
JPMorgan Corporate Bond C
Price$8.20
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets359.97M
MFS Corporate Bond R3
Price$12.14
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets4.45B
CBRCX vs MFBHX Comparison Chart
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CBRCX vs. MFBHX commentary
May 24, 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: 4.45B vs. CBRCX (360M). MFBHX pays higher dividends than CBRCX: MFBHX (4.51) 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 : 3.82 vs. CBRCX (3.30). MFBHX return over 5 years is better than : -4.19 vs. CBRCX (-8.16).
| 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 | 0.726 | 0.532 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 360M | 4.45B | 8% |
| Annual Yield % from dividends | 4.25 | 4.51 | 94% |
| Returns for 1 year | 3.30 | 3.82 | 86% |
| Returns for 3 years | 6.77 | 9.18 | 74% |
| Returns for 5 years | -8.16 | -4.19 | 195% |
| Returns for 10 years | 9.28 | 20.61 | 45% |
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