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LUBIX vs PGCAX
LUBIX vs PGCAX Comparison
Open Charts LUBIX vs PGCAX
LUBIX vs PGCAX Comparison Chart in %
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LUBIX vs. PGCAX commentary
Aug 26, 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 PGCAX is a Hold.
FUNDAMENTALS
Fundamentals
PGCAX has more cash in the bank: 13B vs. LUBIX (1.25B). PGCAX pays higher dividends than LUBIX: PGCAX (4.78) vs LUBIX (4.47). LUBIX was incepted earlier than PGCAX: LUBIX (54 years) vs PGCAX (24 years). PGCAX (1.20) is less costly to investors than LUBIX (0.75). PGCAX is a more actively managed with annual turnover of: 209.00 vs. LUBIX (69.00). LUBIX has a lower initial minimum investment than PGCAX: LUBIX (2000) vs PGCAX (1000000). PGCAX annual gain was more profitable for investors over the last year : 2.46 vs. LUBIX (1.57). PGCAX return over 5 years is better than : -0.88 vs. LUBIX (-8.65).
| LUBIX | PGCAX | LUBIX / PGCAX | |
| Total Expense Ratio | 0.75 | 1.20 | 63% |
| Annual Report Gross Expense Ratio | 0.75 | 1.20 | 63% |
| Fund Existence | 54 years | 24 years | - |
| Gain YTD | -0.295 | -0.439 | 67% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 13B | 10% |
| Annual Yield % from dividends | 4.47 | 4.78 | 94% |
| Returns for 1 year | 1.57 | 2.46 | 64% |
| Returns for 3 years | 12.09 | 17.86 | 68% |
| Returns for 5 years | -8.65 | -0.88 | 980% |
| Returns for 10 years | 3.99 | 23.32 | 17% |
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