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LBIIX vs PBDAX
LBIIX vs PBDAX Comparison
Open Charts LBIIX vs PBDAX
LBIIX vs PBDAX Comparison Chart in %
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LBIIX vs. PBDAX commentary
Sep 15, 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 LBIIX is a Hold and PBDAX is a Hold.
FUNDAMENTALS
Fundamentals
PBDAX has more cash in the bank: 12.6B vs. LBIIX (1.23B). LBIIX (4.79) and PBDAX (4.60) have matching dividends . LBIIX was incepted earlier than PBDAX: LBIIX (29 years) vs PBDAX (22 years). PBDAX (0.97) is less costly to investors than LBIIX (0.47). PBDAX is a more actively managed with annual turnover of: 209.00 vs. LBIIX (69.00). PBDAX has a lower initial minimum investment than LBIIX: PBDAX (1000) vs LBIIX (2000). PBDAX annual gain was more profitable for investors over the last year : -0.94 vs. LBIIX (-1.41). PBDAX return over 5 years is better than : -3.76 vs. LBIIX (-10.12).
| LBIIX | PBDAX | LBIIX / PBDAX | |
| Total Expense Ratio | 0.47 | 0.97 | 48% |
| Annual Report Gross Expense Ratio | 0.47 | 0.97 | 48% |
| Fund Existence | 29 years | 22 years | - |
| Gain YTD | -1.717 | -1.840 | 93% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 12.6B | 10% |
| Annual Yield % from dividends | 4.79 | 4.60 | 104% |
| Returns for 1 year | -1.41 | -0.94 | 150% |
| Returns for 3 years | 11.13 | 15.81 | 70% |
| Returns for 5 years | -10.12 | -3.76 | 269% |
| Returns for 10 years | 4.69 | 20.47 | 23% |
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