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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 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 LUBIX is a Hold and PBDAX is a Hold.
FUNDAMENTALS
Fundamentals
PBDAX has more cash in the bank: 13.2B vs. LUBIX (1.28B). 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: 209.00 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 : 4.53 vs. LUBIX (3.91). PBDAX return over 5 years is better than : 0.35 vs. LUBIX (-6.84).
| 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 | 0.645 | 0.120 | 539% |
| Front Load | 5% | 4% | 120% |
| 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 | 4.34 | 4.46 | 97% |
| Returns for 1 year | 3.91 | 4.53 | 86% |
| Returns for 3 years | 11.65 | 16.51 | 71% |
| Returns for 5 years | -6.84 | 0.35 | -1,936% |
| Returns for 10 years | 7.17 | 25.59 | 28% |
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