Ad is loading...
MFBJX vs PBDAX
MFBJX vs PBDAX Comparison
Open Charts MFBJX vs PBDAX
MFS Corporate Bond R4
Price$12.30
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets4.51B
PIMCO Investment Grade Credit Bond A
Price$9.01
Change+$0.03 (+0.33%)
VolumeN/A
Net Assets12.6B
MFBJX vs PBDAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MFBJX vs. PBDAX 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 MFBJX is a Hold and PBDAX is a Hold.
FUNDAMENTALS
Fundamentals
PBDAX has more cash in the bank: 12.6B vs. MFBJX (4.51B). MFBJX pays higher dividends than PBDAX: MFBJX (4.73) vs PBDAX (4.04). MFBJX was incepted earlier than PBDAX: MFBJX (20 years) vs PBDAX (21 years). PBDAX (1.49) is less costly to investors than MFBJX (0.53). PBDAX is a more actively managed with annual turnover of: 150.00 vs. MFBJX (59.00). MFBJX has a lower initial minimum investment than PBDAX: MFBJX (0) vs PBDAX (1000). PBDAX annual gain was more profitable for investors over the last year : 7.89 vs. MFBJX (7.39). PBDAX return over 5 years is better than : 1.01 vs. MFBJX (-1.06).
| MFBJX | PBDAX | MFBJX / PBDAX | |
| Total Expense Ratio | 0.52 | 1.49 | 35% |
| Annual Report Gross Expense Ratio | 0.53 | 1.49 | 36% |
| Fund Existence | 20 years | 21 years | - |
| Gain YTD | 1.536 | 2.072 | 74% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.51B | 12.6B | 36% |
| Annual Yield % from dividends | 4.73 | 4.04 | 117% |
| Returns for 1 year | 7.39 | 7.89 | 94% |
| Returns for 3 years | 9.35 | 8.52 | 110% |
| Returns for 5 years | -1.06 | 1.01 | -104% |
| Returns for 10 years | 23.83 | 20.52 | 116% |