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LUBVX vs LUBWX
LUBVX vs LUBWX Comparison
Open Charts LUBVX vs LUBWX
LUBVX vs LUBWX Comparison Chart in %
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LUBVX vs. LUBWX 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 LUBVX is a Hold and LUBWX is a Hold.
FUNDAMENTALS
Fundamentals
LUBVX (16.7B) and LUBWX (16.7B) have equal amount of cash in the bank . LUBWX (4.32) and LUBVX (4.26) have matching dividends . LUBVX was incepted earlier than LUBWX: LUBVX (10 years) vs LUBWX (10 years). LUBVX (0.29) is less costly to investors than LUBWX (0.24). LUBVX (72.00) and LUBWX (72.00) have comparable annual turnover. LUBVX (0) and LUBWX (0) have matching initial minimum investment requirements. LUBWX (4.00) and LUBVX (3.94) have marching annual gain over last year. LUBWX (21.07) and LUBVX (20.77) have equivalent 5 years return.
| LUBVX | LUBWX | LUBVX / LUBWX | |
| Total Expense Ratio | 0.29 | 0.24 | 121% |
| Annual Report Gross Expense Ratio | 0.29 | 0.24 | 121% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 2.397 | 2.433 | 99% |
| 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 | 4.26 | 4.32 | 99% |
| Returns for 1 year | 3.94 | 4.00 | 99% |
| Returns for 3 years | 16.74 | 16.93 | 99% |
| Returns for 5 years | 20.77 | 21.07 | 99% |
| Returns for 10 years | N/A | N/A | - |
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