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LUBYX vs PAIDX
LUBYX vs PAIDX Comparison
Open Charts LUBYX vs PAIDX
LUBYX vs PAIDX Comparison Chart in %
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LUBYX vs. PAIDX commentary
Jun 14, 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 LUBYX is a Hold and PAIDX is a Hold.
FUNDAMENTALS
Fundamentals
LUBYX has more cash in the bank: 16.6B vs. PAIDX (2.16B). LUBYX pays higher dividends than PAIDX: LUBYX (4.41) vs PAIDX (4.03). LUBYX was incepted earlier than PAIDX: LUBYX (10 years) vs PAIDX (14 years). PAIDX (0.39) is less costly to investors than LUBYX (0.29). PAIDX is a more actively managed with annual turnover of: 86.00 vs. LUBYX (72.00). LUBYX (1000000) and PAIDX (1000000) have matching initial minimum investment requirements. PAIDX annual gain was more profitable for investors over the last year : 4.76 vs. LUBYX (4.40). PAIDX (20.06) and LUBYX (19.80) have equivalent 5 years return.
| LUBYX | PAIDX | LUBYX / PAIDX | |
| Total Expense Ratio | 0.29 | 0.39 | 74% |
| Annual Report Gross Expense Ratio | 0.29 | 0.39 | 74% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | 1.445 | 1.846 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 2.16B | 769% |
| Annual Yield % from dividends | 4.41 | 4.03 | 110% |
| Returns for 1 year | 4.40 | 4.76 | 93% |
| Returns for 3 years | 17.26 | 17.07 | 101% |
| Returns for 5 years | 19.80 | 20.06 | 99% |
| Returns for 10 years | N/A | 30.61 | - |
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