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LBIIX vs PBDAX
LBIIX vs PBDAX Comparison
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LBIIX vs PBDAX Comparison Chart in %
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LBIIX vs. PBDAX commentary
Aug 26, 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: 13B vs. LBIIX (1.25B). LBIIX (4.75) and PBDAX (4.62) have matching dividends . LBIIX was incepted earlier than PBDAX: LBIIX (29 years) vs PBDAX (22 years). PBDAX (1.35) 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 : 2.31 vs. LBIIX (1.87). PBDAX return over 5 years is better than : -1.62 vs. LBIIX (-7.87).
| LBIIX | PBDAX | LBIIX / PBDAX | |
| Total Expense Ratio | 0.47 | 1.35 | 35% |
| Annual Report Gross Expense Ratio | 0.47 | 1.35 | 35% |
| Fund Existence | 29 years | 22 years | - |
| Gain YTD | -0.078 | -0.526 | 15% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 13B | 10% |
| Annual Yield % from dividends | 4.75 | 4.62 | 103% |
| Returns for 1 year | 1.87 | 2.31 | 81% |
| Returns for 3 years | 12.75 | 17.33 | 74% |
| Returns for 5 years | -7.87 | -1.62 | 485% |
| Returns for 10 years | 5.68 | 21.49 | 26% |
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