Interact to see
Advertisement
Advertisement
HUBAX vs LUBYX
HUBAX vs LUBYX Comparison
Open Charts HUBAX vs LUBYX
HUBAX vs LUBYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
HUBAX 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 HUBAX is a Hold and LUBYX is a Hold.
FUNDAMENTALS
Fundamentals
LUBYX has more cash in the bank: 16.6B vs. HUBAX (469M). HUBAX pays higher dividends than LUBYX: HUBAX (5.18) vs LUBYX (4.41). HUBAX was incepted earlier than LUBYX: HUBAX (13 years) vs LUBYX (10 years). HUBAX (0.45) is less costly to investors than LUBYX (0.29). LUBYX (72.00) and HUBAX (70.00) have comparable annual turnover. HUBAX has a lower initial minimum investment than LUBYX: HUBAX (0) vs LUBYX (1000000). LUBYX annual gain was more profitable for investors over the last year : 4.40 vs. HUBAX (3.83). LUBYX return over 5 years is better than : 19.80 vs. HUBAX (16.57).
| HUBAX | LUBYX | HUBAX / LUBYX | |
| Total Expense Ratio | 0.45 | 0.29 | 155% |
| Annual Report Gross Expense Ratio | 0.45 | 0.29 | 155% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 1.258 | 1.445 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 469M | 16.6B | 3% |
| Annual Yield % from dividends | 5.18 | 4.41 | 117% |
| Returns for 1 year | 3.83 | 4.40 | 87% |
| Returns for 3 years | 15.02 | 17.26 | 87% |
| Returns for 5 years | 16.57 | 19.80 | 84% |
| Returns for 10 years | 25.30 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TMCLX | 10.63 | 0.10 | +0.95% |
| Transamerica Energy Infrastructure C | |||
| FREIX | 36.31 | 0.22 | +0.61% |
| Franklin Equity Income R | |||
| SVOAX | 13.67 | 0.06 | +0.44% |
| SEI US Managed Volatility F (SIMT) | |||
| FMUCX | 16.64 | 0.06 | +0.36% |
| Federated Hermes Muni and Stock Adv C | |||
| RICHX | 67.49 | 0.18 | +0.27% |
| American Funds Invmt Co of Amer R5E | |||