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CPUIX vs MFBHX
CPUIX vs MFBHX Comparison
Open Charts CPUIX vs MFBHX
AAM/Insight Select Income I
Price$9.00
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets193.8M
MFS Corporate Bond R3
Price$12.13
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets4.45B
CPUIX vs MFBHX Comparison Chart
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CPUIX vs. MFBHX commentary
May 23, 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 CPUIX is a Hold and MFBHX is a Hold.
FUNDAMENTALS
Fundamentals
MFBHX has more cash in the bank: 4.45B vs. CPUIX (194M). CPUIX pays higher dividends than MFBHX: CPUIX (4.82) vs MFBHX (4.51). CPUIX was incepted earlier than MFBHX: CPUIX (12 years) vs MFBHX (20 years). MFBHX (0.78) is less costly to investors than CPUIX (0.73). MFBHX is a more actively managed with annual turnover of: 59.00 vs. CPUIX (51.00). MFBHX has a lower initial minimum investment than CPUIX: MFBHX (0) vs CPUIX (25000). CPUIX annual gain was more profitable for investors over the last year : 4.20 vs. MFBHX (3.82). CPUIX return over 5 years is better than : 2.78 vs. MFBHX (-4.19).
| CPUIX | MFBHX | CPUIX / MFBHX | |
| Total Expense Ratio | 0.54 | 0.77 | 70% |
| Annual Report Gross Expense Ratio | 0.73 | 0.78 | 94% |
| Fund Existence | 12 years | 20 years | - |
| Gain YTD | 0.559 | 0.532 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 194M | 4.45B | 4% |
| Annual Yield % from dividends | 4.82 | 4.51 | 107% |
| Returns for 1 year | 4.20 | 3.82 | 110% |
| Returns for 3 years | 10.15 | 9.18 | 111% |
| Returns for 5 years | 2.78 | -4.19 | -66% |
| Returns for 10 years | 29.15 | 20.61 | 141% |
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