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DFTEX vs MFBHX
DFTEX vs MFBHX Comparison
Open Charts DFTEX vs MFBHX
DFA Intermediate-Term Extnd Qlty I
Price$9.54
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets1.81B
MFS Corporate Bond R3
Price$12.14
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets4.46B
DFTEX vs MFBHX Comparison Chart
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DFTEX vs. MFBHX commentary
May 25, 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 DFTEX is a Hold and MFBHX is a Hold.
FUNDAMENTALS
Fundamentals
MFBHX has more cash in the bank: 4.46B vs. DFTEX (1.81B). MFBHX pays higher dividends than DFTEX: MFBHX (4.51) vs DFTEX (4.05). DFTEX was incepted earlier than MFBHX: DFTEX (15 years) vs MFBHX (20 years). MFBHX (0.78) is less costly to investors than DFTEX (0.21). MFBHX is a more actively managed with annual turnover of: 59.00 vs. DFTEX (23.00). DFTEX (0) and MFBHX (0) have matching initial minimum investment requirements. DFTEX annual gain was more profitable for investors over the last year : 5.10 vs. MFBHX (4.42). DFTEX return over 5 years is better than : -2.04 vs. MFBHX (-3.96).
| DFTEX | MFBHX | DFTEX / MFBHX | |
| Total Expense Ratio | 0.20 | 0.77 | 26% |
| Annual Report Gross Expense Ratio | 0.21 | 0.78 | 27% |
| Fund Existence | 15 years | 20 years | - |
| Gain YTD | 1.342 | 0.781 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.81B | 4.46B | 41% |
| Annual Yield % from dividends | 4.05 | 4.51 | 90% |
| Returns for 1 year | 5.10 | 4.42 | 115% |
| Returns for 3 years | 9.58 | 8.59 | 112% |
| Returns for 5 years | -2.04 | -3.96 | 51% |
| Returns for 10 years | 21.03 | 20.57 | 102% |