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FAUDX vs LUBOX
FAUDX vs LUBOX Comparison
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FAUDX vs LUBOX Comparison Chart in %
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FAUDX vs. LUBOX commentary
Sep 11, 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 FAUDX is a Hold and LUBOX is a Hold.
FUNDAMENTALS
Fundamentals
LUBOX has more cash in the bank: 16.7B vs. FAUDX (7.78B). FAUDX (4.50) and LUBOX (4.32) have matching dividends . FAUDX was incepted earlier than LUBOX: FAUDX (15 years) vs LUBOX (9 years). FAUDX (0.46) is less costly to investors than LUBOX (0.24). FAUDX is a more actively managed with annual turnover of: 132.00 vs. LUBOX (72.00). FAUDX (0) and LUBOX (0) have matching initial minimum investment requirements. LUBOX annual gain was more profitable for investors over the last year : 4.00 vs. FAUDX (2.90). LUBOX return over 5 years is better than : 21.09 vs. FAUDX (17.57).
| FAUDX | LUBOX | FAUDX / LUBOX | |
| Total Expense Ratio | 0.21 | 0.24 | 88% |
| Annual Report Gross Expense Ratio | 0.46 | 0.24 | 192% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 1.380 | 2.433 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.78B | 16.7B | 47% |
| Annual Yield % from dividends | 4.50 | 4.32 | 104% |
| Returns for 1 year | 2.90 | 4.00 | 73% |
| Returns for 3 years | 15.35 | 16.93 | 91% |
| Returns for 5 years | 17.57 | 21.09 | 83% |
| Returns for 10 years | 29.32 | N/A | - |
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