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MFBHX vs MFBJX
MFBHX vs MFBJX Comparison
Open Charts MFBHX vs MFBJX
MFS Corporate Bond R3
Price$12.14
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets4.46B
MFS Corporate Bond R4
Price$12.14
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets4.46B
MFBHX vs MFBJX Comparison Chart
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MFBHX vs. MFBJX 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 MFBHX is a Hold and MFBJX is a Hold.
FUNDAMENTALS
Fundamentals
MFBHX (4.46B) and MFBJX (4.46B) have equal amount of cash in the bank . MFBJX pays higher dividends than MFBHX: MFBJX (4.76) vs MFBHX (4.51). MFBHX was incepted earlier than MFBJX: MFBHX (20 years) vs MFBJX (20 years). MFBHX (0.78) is less costly to investors than MFBJX (0.53). MFBHX (59.00) and MFBJX (59.00) have comparable annual turnover. MFBHX (0) and MFBJX (0) have matching initial minimum investment requirements. MFBJX annual gain was more profitable for investors over the last year : 4.68 vs. MFBHX (4.42). MFBJX return over 5 years is better than : -2.81 vs. MFBHX (-3.96).
| MFBHX | MFBJX | MFBHX / MFBJX | |
| Total Expense Ratio | 0.77 | 0.52 | 148% |
| Annual Report Gross Expense Ratio | 0.78 | 0.53 | 147% |
| Fund Existence | 20 years | 20 years | - |
| Gain YTD | 0.781 | 0.866 | 90% |
| 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 | 4.51 | 4.76 | 95% |
| Returns for 1 year | 4.42 | 4.68 | 94% |
| Returns for 3 years | 8.59 | 9.32 | 92% |
| Returns for 5 years | -3.96 | -2.81 | 141% |
| Returns for 10 years | 20.57 | 23.63 | 87% |