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LUBVX vs TSDIX
LUBVX vs TSDIX Comparison
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LUBVX vs TSDIX Comparison Chart in %
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LUBVX vs. TSDIX 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 TSDIX is a Hold.
FUNDAMENTALS
Fundamentals
LUBVX has more cash in the bank: 16.7B vs. TSDIX (1.09B). TSDIX (4.43) and LUBVX (4.26) have matching dividends . LUBVX was incepted earlier than TSDIX: LUBVX (10 years) vs TSDIX (14 years). TSDIX (0.39) is less costly to investors than LUBVX (0.29). TSDIX is a more actively managed with annual turnover of: 80.00 vs. LUBVX (72.00). LUBVX has a lower initial minimum investment than TSDIX: LUBVX (0) vs TSDIX (500000). TSDIX annual gain was more profitable for investors over the last year : 4.31 vs. LUBVX (3.94). TSDIX return over 5 years is better than : 22.62 vs. LUBVX (20.77).
| LUBVX | TSDIX | LUBVX / TSDIX | |
| Total Expense Ratio | 0.29 | 0.35 | 83% |
| Annual Report Gross Expense Ratio | 0.29 | 0.39 | 74% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | 2.397 | 2.651 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.7B | 1.09B | 1,532% |
| Annual Yield % from dividends | 4.26 | 4.43 | 96% |
| Returns for 1 year | 3.94 | 4.31 | 92% |
| Returns for 3 years | 16.74 | 18.04 | 93% |
| Returns for 5 years | 20.77 | 22.62 | 92% |
| Returns for 10 years | N/A | 34.65 | - |
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