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LUBFX vs LUBOX
LUBFX vs LUBOX Comparison
Open Charts LUBFX vs LUBOX
LUBFX vs LUBOX Comparison Chart in %
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LUBFX vs. LUBOX 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 LUBFX is a Hold and LUBOX is a Hold.
FUNDAMENTALS
Fundamentals
LUBFX (16.7B) and LUBOX (16.7B) have equal amount of cash in the bank . LUBOX (4.32) and LUBFX (4.16) have matching dividends . LUBFX was incepted earlier than LUBOX: LUBFX (10 years) vs LUBOX (9 years). LUBFX (0.39) is less costly to investors than LUBOX (0.24). LUBFX (72.00) and LUBOX (72.00) have comparable annual turnover. LUBFX (0) and LUBOX (0) have matching initial minimum investment requirements. LUBOX (4.00) and LUBFX (3.83) have marching annual gain over last year. LUBOX (21.09) and LUBFX (20.16) have equivalent 5 years return.
| LUBFX | LUBOX | LUBFX / LUBOX | |
| Total Expense Ratio | 0.39 | 0.24 | 163% |
| Annual Report Gross Expense Ratio | 0.39 | 0.24 | 163% |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | 2.328 | 2.433 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 16.7B | 100% |
| Annual Yield % from dividends | 4.16 | 4.32 | 96% |
| Returns for 1 year | 3.83 | 4.00 | 96% |
| Returns for 3 years | 16.39 | 16.93 | 97% |
| Returns for 5 years | 20.16 | 21.09 | 96% |
| Returns for 10 years | N/A | N/A | - |
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