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CBRCX vs MFBHX
CBRCX vs MFBHX Comparison
Open Charts CBRCX vs MFBHX
JPMorgan Corporate Bond C
Price$8.32
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
CBRCX vs MFBHX Comparison Chart
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CBRCX 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 CBRCX is a Hold and MFBHX is a Hold.
FUNDAMENTALS
Fundamentals
MFBHX has more cash in the bank: 4.53B vs. CBRCX (362M). MFBHX pays higher dividends than CBRCX: MFBHX (4.48) vs CBRCX (4.18). 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 : 7.12 vs. CBRCX (6.76). MFBHX return over 5 years is better than : -2.20 vs. CBRCX (-5.82).
| 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 | 2.204 | 1.804 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 362M | 4.53B | 8% |
| Annual Yield % from dividends | 4.18 | 4.48 | 93% |
| Returns for 1 year | 6.76 | 7.12 | 95% |
| Returns for 3 years | 7.09 | 8.91 | 80% |
| Returns for 5 years | -5.82 | -2.20 | 265% |
| Returns for 10 years | 9.88 | 21.18 | 47% |
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