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LUBFX vs LUBYX
LUBFX vs LUBYX Comparison
Open Charts LUBFX vs LUBYX
LUBFX vs LUBYX Comparison Chart in %
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LUBFX vs. LUBYX 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 LUBYX is a Hold.
FUNDAMENTALS
Fundamentals
LUBFX (16.7B) and LUBYX (16.7B) have equal amount of cash in the bank . LUBYX (4.26) and LUBFX (4.16) have matching dividends . LUBFX was incepted earlier than LUBYX: LUBFX (10 years) vs LUBYX (10 years). LUBFX (0.39) is less costly to investors than LUBYX (0.29). LUBFX (72.00) and LUBYX (72.00) have comparable annual turnover. LUBFX has a lower initial minimum investment than LUBYX: LUBFX (0) vs LUBYX (1000000). LUBYX (3.94) and LUBFX (3.83) have marching annual gain over last year. LUBYX (20.88) and LUBFX (20.16) have equivalent 5 years return.
| LUBFX | LUBYX | LUBFX / LUBYX | |
| Total Expense Ratio | 0.39 | 0.29 | 134% |
| Annual Report Gross Expense Ratio | 0.39 | 0.29 | 134% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 2.328 | 2.397 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 16.7B | 100% |
| Annual Yield % from dividends | 4.16 | 4.26 | 98% |
| Returns for 1 year | 3.83 | 3.94 | 97% |
| Returns for 3 years | 16.39 | 16.74 | 98% |
| Returns for 5 years | 20.16 | 20.88 | 97% |
| Returns for 10 years | N/A | N/A | - |
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