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MBDIX vs MFBHX
MBDIX vs MFBHX Comparison
Open Charts MBDIX vs MFBHX
MFS Corporate Bond I
Price$12.12
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets4.46B
MFS Corporate Bond R3
Price$12.14
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets4.46B
MBDIX vs MFBHX Comparison Chart
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MBDIX 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 MBDIX is a Hold and MFBHX is a Hold.
FUNDAMENTALS
Fundamentals
MBDIX (4.46B) and MFBHX (4.46B) have equal amount of cash in the bank . MBDIX pays higher dividends than MFBHX: MBDIX (4.77) vs MFBHX (4.51). MBDIX was incepted earlier than MFBHX: MBDIX (28 years) vs MFBHX (20 years). MFBHX (0.78) is less costly to investors than MBDIX (0.53). MBDIX (59.00) and MFBHX (59.00) have comparable annual turnover. MBDIX (0) and MFBHX (0) have matching initial minimum investment requirements. MBDIX annual gain was more profitable for investors over the last year : 4.68 vs. MFBHX (4.42). MBDIX return over 5 years is better than : -2.84 vs. MFBHX (-3.96).
| MBDIX | MFBHX | MBDIX / MFBHX | |
| Total Expense Ratio | 0.52 | 0.77 | 68% |
| Annual Report Gross Expense Ratio | 0.53 | 0.78 | 68% |
| Fund Existence | 28 years | 20 years | - |
| Gain YTD | 0.864 | 0.781 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.46B | 4.46B | 100% |
| Annual Yield % from dividends | 4.77 | 4.51 | 106% |
| Returns for 1 year | 4.68 | 4.42 | 106% |
| Returns for 3 years | 9.31 | 8.59 | 108% |
| Returns for 5 years | -2.84 | -3.96 | 72% |
| Returns for 10 years | 23.51 | 20.57 | 114% |