LUBAX
Price
$10.02
Change
-$0.00 (-0.00%)
Updated
Jun 12 closing price
Net Assets
16.55B
MYFRX
Price
$9.62
Change
-$0.00 (-0.00%)
Updated
Jun 12 closing price
Net Assets
7.91B
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LUBAX vs MYFRX

Header iconLUBAX vs MYFRX Comparison
Open Charts LUBAX vs MYFRXBanner chart's image
LUBAX vs MYFRX Comparison Chart in %
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LUBAX vs. MYFRX commentary
Jun 13, 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 LUBAX is a Hold and MYFRX is a Hold.

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FUNDAMENTALS
Fundamentals
LUBAX has more cash in the bank: 16.6B vs. MYFRX (7.91B). MYFRX pays higher dividends than LUBAX: MYFRX (4.73) vs LUBAX (4.26). LUBAX was incepted earlier than MYFRX: LUBAX (10 years) vs MYFRX (15 years). MYFRX (0.46) and LUBAX (0.44) have similar cost to investors . LUBAX is a more actively managed with annual turnover of: 72.00 vs. MYFRX (53.00). LUBAX has a lower initial minimum investment than MYFRX: LUBAX (1500) vs MYFRX (1000000). MYFRX (4.41) and LUBAX (4.25) have marching annual gain over last year. MYFRX return over 5 years is better than : 23.51 vs. LUBAX (18.90).
LUBAXMYFRXLUBAX / MYFRX
Total Expense Ratio0.440.44100%
Annual Report Gross Expense Ratio0.440.4696%
Fund Existence10 years15 years-
Gain YTD1.3821.75879%
Front LoadN/AN/A-
Min. Initial Investment150010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets16.6B7.91B210%
Annual Yield % from dividends4.264.7390%
Returns for 1 year4.254.4196%
Returns for 3 years16.7318.6090%
Returns for 5 years18.9023.5180%
Returns for 10 yearsN/A34.90-
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