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LUBIX vs PBDAX
LUBIX vs PBDAX Comparison
Open Charts LUBIX vs PBDAX
LUBIX vs PBDAX Comparison Chart in %
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LUBIX vs. PBDAX commentary
Jun 04, 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 LUBIX is a Hold and PBDAX is a Hold.
FUNDAMENTALS
Fundamentals
PBDAX has more cash in the bank: 13.2B vs. LUBIX (1.29B). PBDAX (4.46) and LUBIX (4.34) have matching dividends . LUBIX was incepted earlier than PBDAX: LUBIX (54 years) vs PBDAX (22 years). PBDAX (1.35) is less costly to investors than LUBIX (0.75). PBDAX is a more actively managed with annual turnover of: 270.00 vs. LUBIX (69.00). LUBIX initial investment is less costly to investors than PBDAX (4%) vs PBDAX (4%). PBDAX has a lower initial minimum investment than LUBIX: PBDAX (1000) vs LUBIX (2000). PBDAX annual gain was more profitable for investors over the last year : 6.05 vs. LUBIX (4.62). PBDAX return over 5 years is better than : 0.94 vs. LUBIX (-6.76).
| LUBIX | PBDAX | LUBIX / PBDAX | |
| Total Expense Ratio | 0.75 | 1.35 | 56% |
| Annual Report Gross Expense Ratio | 0.75 | 1.35 | 56% |
| Fund Existence | 54 years | 22 years | - |
| Gain YTD | 0.216 | 0.341 | 63% |
| Front Load | 5% | 4% | 120% |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 13.2B | 10% |
| Annual Yield % from dividends | 4.34 | 4.46 | 97% |
| Returns for 1 year | 4.62 | 6.05 | 76% |
| Returns for 3 years | 11.45 | 16.90 | 68% |
| Returns for 5 years | -6.76 | 0.94 | -716% |
| Returns for 10 years | 7.06 | 26.11 | 27% |
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