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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
Jun 25, 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: 13.2B vs. LBIIX (1.28B). LBIIX (4.61) and PBDAX (4.46) 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 : 4.53 vs. LBIIX (4.07). PBDAX return over 5 years is better than : 0.35 vs. LBIIX (-6.06).
| 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 | 0.819 | 0.120 | 685% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 13.2B | 10% |
| Annual Yield % from dividends | 4.61 | 4.46 | 103% |
| Returns for 1 year | 4.07 | 4.53 | 90% |
| Returns for 3 years | 12.28 | 16.51 | 74% |
| Returns for 5 years | -6.06 | 0.35 | -1,716% |
| Returns for 10 years | 8.77 | 25.59 | 34% |
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