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LUBVX vs LUSNX
LUBVX vs LUSNX Comparison
Open Charts LUBVX vs LUSNX
LUBVX vs LUSNX Comparison Chart in %
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LUBVX vs. LUSNX 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 LUSNX is a Hold.
FUNDAMENTALS
Fundamentals
LUBVX (16.7B) and LUSNX (16.7B) have equal amount of cash in the bank . LUBVX pays higher dividends than LUSNX: LUBVX (4.26) vs LUSNX (4.01). LUBVX was incepted earlier than LUSNX: LUBVX (10 years) vs LUSNX (7 years). LUSNX (0.54) is less costly to investors than LUBVX (0.29). LUBVX (72.00) and LUSNX (72.00) have comparable annual turnover. LUBVX has a lower initial minimum investment than LUSNX: LUBVX (0) vs LUSNX (1500). LUBVX annual gain was more profitable for investors over the last year : 3.94 vs. LUSNX (3.00). LUBVX return over 5 years is better than : 20.77 vs. LUSNX (18.48).
| LUBVX | LUSNX | LUBVX / LUSNX | |
| Total Expense Ratio | 0.29 | 0.54 | 54% |
| Annual Report Gross Expense Ratio | 0.29 | 0.54 | 54% |
| Fund Existence | 10 years | 7 years | - |
| Gain YTD | 2.397 | 1.560 | 154% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 0 | 1500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 16.7B | 100% |
| Annual Yield % from dividends | 4.26 | 4.01 | 106% |
| Returns for 1 year | 3.94 | 3.00 | 131% |
| Returns for 3 years | 16.74 | 15.11 | 111% |
| Returns for 5 years | 20.77 | 18.48 | 112% |
| Returns for 10 years | N/A | N/A | - |
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