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ICIRX vs LUBVX
ICIRX vs LUBVX Comparison
Open Charts ICIRX vs LUBVX
ICIRX vs LUBVX Comparison Chart in %
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ICIRX vs. LUBVX 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 ICIRX is a Hold and LUBVX is a Hold.
FUNDAMENTALS
Fundamentals
LUBVX has more cash in the bank: 16.7B vs. ICIRX (1.79B). ICIRX (4.29) and LUBVX (4.26) have matching dividends . ICIRX was incepted earlier than LUBVX: ICIRX (6 years) vs LUBVX (10 years). ICIRX (0.30) and LUBVX (0.29) have similar cost to investors . LUBVX is a more actively managed with annual turnover of: 72.00 vs. ICIRX (48.00). LUBVX has a lower initial minimum investment than ICIRX: LUBVX (0) vs ICIRX (1000000). LUBVX annual gain was more profitable for investors over the last year : 3.94 vs. ICIRX (3.73). LUBVX return over 5 years is better than : 20.77 vs. ICIRX (19.24).
| ICIRX | LUBVX | ICIRX / LUBVX | |
| Total Expense Ratio | 0.29 | 0.29 | 100% |
| Annual Report Gross Expense Ratio | 0.30 | 0.29 | 103% |
| Fund Existence | 6 years | 10 years | - |
| Gain YTD | 2.304 | 2.397 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 16.7B | 11% |
| Annual Yield % from dividends | 4.29 | 4.26 | 101% |
| Returns for 1 year | 3.73 | 3.94 | 95% |
| Returns for 3 years | 15.41 | 16.74 | 92% |
| Returns for 5 years | 19.24 | 20.77 | 93% |
| Returns for 10 years | N/A | N/A | - |
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