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MFBHX vs PBDCX
MFBHX vs PBDCX Comparison
Open Charts MFBHX vs PBDCX
MFS Corporate Bond R3
Price$12.31
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets4.51B
PIMCO Investment Grade Credit Bond C
Price$9.01
Change+$0.03 (+0.33%)
VolumeN/A
Net Assets12.6B
MFBHX vs PBDCX Comparison Chart
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MFBHX vs. PBDCX commentary
Apr 29, 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 PBDCX is a Hold.
FUNDAMENTALS
Fundamentals
PBDCX has more cash in the bank: 12.6B vs. MFBHX (4.51B). MFBHX pays higher dividends than PBDCX: MFBHX (4.48) vs PBDCX (3.29). MFBHX was incepted earlier than PBDCX: MFBHX (20 years) vs PBDCX (21 years). PBDCX (2.24) is less costly to investors than MFBHX (0.78). PBDCX is a more actively managed with annual turnover of: 150.00 vs. MFBHX (59.00). MFBHX has a lower initial minimum investment than PBDCX: MFBHX (0) vs PBDCX (1000). MFBHX (7.13) and PBDCX (7.08) have marching annual gain over last year. MFBHX return over 5 years is better than : -2.29 vs. PBDCX (-2.71).
| MFBHX | PBDCX | MFBHX / PBDCX | |
| Total Expense Ratio | 0.77 | 2.24 | 34% |
| Annual Report Gross Expense Ratio | 0.78 | 2.24 | 35% |
| Fund Existence | 20 years | 21 years | - |
| Gain YTD | 1.473 | 1.886 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.51B | 12.6B | 36% |
| Annual Yield % from dividends | 4.48 | 3.29 | 136% |
| Returns for 1 year | 7.13 | 7.08 | 101% |
| Returns for 3 years | 8.56 | 6.17 | 139% |
| Returns for 5 years | -2.29 | -2.71 | 84% |
| Returns for 10 years | 20.79 | 11.87 | 175% |
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