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BBSOX vs LUBYX
BBSOX vs LUBYX Comparison
Open Charts BBSOX vs LUBYX
BBSOX vs LUBYX Comparison Chart in %
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BBSOX vs. LUBYX commentary
Jun 14, 2026
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: 16.6B vs. BBSOX (977M). LUBYX (4.41) and BBSOX (4.25) have matching dividends . BBSOX was incepted earlier than LUBYX: BBSOX (14 years) vs LUBYX (10 years). BBSOX (0.34) is less costly to investors than LUBYX (0.29). LUBYX is a more actively managed with annual turnover of: 72.00 vs. BBSOX (59.00). LUBYX has a lower initial minimum investment than BBSOX: LUBYX (1000000) vs BBSOX (5000000). LUBYX (4.40) and BBSOX (4.24) have marching annual gain over last year. LUBYX (19.80) and BBSOX (18.97) have equivalent 5 years return.
| BBSOX | LUBYX | BBSOX / LUBYX | |
| Total Expense Ratio | 0.30 | 0.29 | 103% |
| Annual Report Gross Expense Ratio | 0.34 | 0.29 | 117% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 1.488 | 1.445 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 977M | 16.6B | 6% |
| Annual Yield % from dividends | 4.25 | 4.41 | 96% |
| Returns for 1 year | 4.24 | 4.40 | 96% |
| Returns for 3 years | 15.88 | 17.26 | 92% |
| Returns for 5 years | 18.97 | 19.80 | 96% |
| Returns for 10 years | 29.52 | N/A | - |
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