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BBSOX vs LUBYX
BBSOX vs LUBYX Comparison
Open Charts BBSOX vs LUBYX
BlackRock Short Obligations K
Price$10.09
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.12B
Lord Abbett Ultra Short Bond I
Price$10.03
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets13.36B
BBSOX vs LUBYX Comparison Chart in %
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BBSOX vs. LUBYX commentary
Jul 05, 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: 13.4B vs. BBSOX (1.12B). LUBYX pays higher dividends than BBSOX: LUBYX (4.94) vs BBSOX (4.70). 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 : 5.61 vs. BBSOX (5.14). LUBYX return over 5 years is better than : 15.91 vs. BBSOX (14.99).
| 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 | 2.382 | 2.517 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 13.4B | 8% |
| Annual Yield % from dividends | 4.70 | 4.94 | 95% |
| Returns for 1 year | 5.14 | 5.61 | 92% |
| Returns for 3 years | 15.37 | 16.75 | 92% |
| Returns for 5 years | 14.99 | 15.91 | 94% |
| Returns for 10 years | 25.83 | N/A | - |
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