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BBSOX vs LUBYX
BBSOX vs LUBYX Comparison
Open Charts BBSOX vs LUBYX
BlackRock Short Obligations K
Price$10.10
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets1.11B
Lord Abbett Ultra Short Bond I
Price$10.04
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets13.63B
BBSOX vs LUBYX Comparison Chart in %
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BBSOX vs. LUBYX commentary
Aug 03, 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 BBSOX is a Hold and LUBYX is a Hold.
FUNDAMENTALS
Fundamentals
LUBYX has more cash in the bank: 13.6B vs. BBSOX (1.11B). LUBYX pays higher dividends than BBSOX: LUBYX (4.90) vs BBSOX (4.66). BBSOX was incepted earlier than LUBYX: BBSOX (13 years) vs LUBYX (9 years). BBSOX (0.35) is less costly to investors than LUBYX (0.28). LUBYX is a more actively managed with annual turnover of: 69.00 vs. BBSOX (34.00). LUBYX has a lower initial minimum investment than BBSOX: LUBYX (1000000) vs BBSOX (5000000). LUBYX annual gain was more profitable for investors over the last year : 5.35 vs. BBSOX (4.98). LUBYX (16.17) and BBSOX (15.45) have equivalent 5 years return.
| BBSOX | LUBYX | BBSOX / LUBYX | |
| Total Expense Ratio | 0.30 | 0.28 | 107% |
| Annual Report Gross Expense Ratio | 0.35 | 0.28 | 125% |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 2.875 | 2.924 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 13.6B | 8% |
| Annual Yield % from dividends | 4.66 | 4.90 | 95% |
| Returns for 1 year | 4.98 | 5.35 | 93% |
| Returns for 3 years | 15.68 | 17.05 | 92% |
| Returns for 5 years | 15.45 | 16.17 | 96% |
| Returns for 10 years | 26.37 | N/A | - |
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