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CUSDX vs LUBYX
CUSDX vs LUBYX Comparison
Open Charts CUSDX vs LUBYX
Six Circles Ultra Short Duration
Price$10.01
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets709.16M
Lord Abbett Ultra Short Bond I
Price$10.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets12.97B
CUSDX vs LUBYX Comparison Chart
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CUSDX vs. LUBYX commentary
May 25, 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 CUSDX is a Hold and LUBYX is a Hold.
FUNDAMENTALS
Fundamentals
LUBYX has more cash in the bank: 13B vs. CUSDX (709M). LUBYX pays higher dividends than CUSDX: LUBYX (5.04) vs CUSDX (4.64). CUSDX was incepted earlier than LUBYX: CUSDX (7 years) vs LUBYX (9 years). CUSDX (0.33) is less costly to investors than LUBYX (0.28). CUSDX is a more actively managed with annual turnover of: 77.83 vs. LUBYX (69.00). CUSDX has a lower initial minimum investment than LUBYX: CUSDX (0) vs LUBYX (1000000). LUBYX (5.61) and CUSDX (5.39) have marching annual gain over last year. CUSDX (15.68) and LUBYX (15.59) have equivalent 5 years return.
| CUSDX | LUBYX | CUSDX / LUBYX | |
| Total Expense Ratio | 0.20 | 0.28 | 71% |
| Annual Report Gross Expense Ratio | 0.33 | 0.28 | 118% |
| Fund Existence | 7 years | 9 years | - |
| Gain YTD | 1.620 | 1.509 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 709M | 13B | 5% |
| Annual Yield % from dividends | 4.64 | 5.04 | 92% |
| Returns for 1 year | 5.39 | 5.61 | 96% |
| Returns for 3 years | 14.76 | 15.50 | 95% |
| Returns for 5 years | 15.68 | 15.59 | 101% |
| Returns for 10 years | N/A | N/A | - |
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