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FAUDX vs LUBYX
FAUDX vs LUBYX Comparison
Open Charts FAUDX vs LUBYX
FAUDX vs LUBYX Comparison Chart in %
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FAUDX vs. LUBYX 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 LUBYX is a Hold.
FUNDAMENTALS
Fundamentals
LUBYX has more cash in the bank: 16.7B vs. FAUDX (7.78B). FAUDX pays higher dividends than LUBYX: FAUDX (4.50) vs LUBYX (4.26). FAUDX was incepted earlier than LUBYX: FAUDX (15 years) vs LUBYX (10 years). FAUDX (0.46) is less costly to investors than LUBYX (0.29). FAUDX is a more actively managed with annual turnover of: 132.00 vs. LUBYX (72.00). FAUDX has a lower initial minimum investment than LUBYX: FAUDX (0) vs LUBYX (1000000). LUBYX annual gain was more profitable for investors over the last year : 3.94 vs. FAUDX (2.90). LUBYX return over 5 years is better than : 20.88 vs. FAUDX (17.57).
| FAUDX | LUBYX | FAUDX / LUBYX | |
| Total Expense Ratio | 0.21 | 0.29 | 72% |
| Annual Report Gross Expense Ratio | 0.46 | 0.29 | 159% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 1.380 | 2.397 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.78B | 16.7B | 47% |
| Annual Yield % from dividends | 4.50 | 4.26 | 105% |
| Returns for 1 year | 2.90 | 3.94 | 74% |
| Returns for 3 years | 15.35 | 16.74 | 92% |
| Returns for 5 years | 17.57 | 20.88 | 84% |
| Returns for 10 years | 29.32 | N/A | - |
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